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 | $142,317 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,798 |
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 | $54,876 | $87,125-37.0% | $108,410-49.4% | $86,799-36.8% |
| Participation rate | 87.3% | 80.5%+6.8pp | 80.1%+7.2pp | 72.3%+15.0pp |
| Annual return | 24.44% | 25.21%-0.8pp | 905.27%-880.8pp | 97.91%-73.5pp |
| Employer contribution / active EE | $2,184 | $2,477-11.9% | $3,558-38.6% | $2,405-9.2% |
| Participant deferral / active EE | $7,639 | $6,944+10.0% | $6,563+16.4% | $4,131+84.9% |
| Admin fee / account holder | $146 | $130+12.3% | $7,295-98.0% | $170-13.7% |