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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.
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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 | $172,913 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,151 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,248 | $107,459-66.3% | $135,903-73.3% | $80,160-54.8% |
| Participation rate | 92.0% | 78.0%+13.9pp | 81.9%+10.1pp | 72.9%+19.1pp |
| Annual return | 28.90% | 91.91%-63.0pp | 68.23%-39.3pp | 40.38%-11.5pp |
| Employer contribution / active EE | $1 | $3,877-100.0% | $4,856-100.0% | $2,978-99.9% |
| Participant deferral / active EE | $8,466 | $8,195+3.3% | $7,758+9.1% | $5,017+68.7% |
| Admin fee / account holder | $70 | $127-45.2% | $10,762-99.4% | $145-52.0% |