See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,816 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,868 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,585 | $60,607-49.5% | $189,557-83.9% | $86,799-64.8% |
| Participation rate | 85.3% | 68.9%+16.4pp | 78.4%+6.9pp | 72.3%+13.0pp |
| Annual return | 15.17% | 65.18%-50.0pp | 64.17%-49.0pp | 97.91%-82.7pp |
| Employer contribution / active EE | $483 | $1,626-70.3% | $4,412-89.1% | $2,405-79.9% |
| Participant deferral / active EE | $3,772 | $3,895-3.2% | $6,174-38.9% | $4,131-8.7% |
| Admin fee / account holder | $24 | $159-84.9% | $9,807-99.8% | $170-85.8% |