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 | $32,362 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,296 |
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 | $37,801 | $58,926-35.8% | $97,226-61.1% | $74,495-49.3% |
| Participation rate | 91.6% | 63.5%+28.1pp | 72.7%+18.9pp | 67.2%+24.4pp |
| Annual return | 15.88% | 16.04%-0.2pp | 75.13%-59.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,297 | $1,894+21.3% | $2,729-15.8% | $2,623-12.4% |
| Participant deferral / active EE | $8,284 | $3,664+126.1% | $4,264+94.3% | $4,346+90.6% |
| Admin fee / account holder | $108 | $1,974-94.5% | $5,654-98.1% | $1,942-94.4% |