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 9-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 | $28,456 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,792 |
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 | $70,225 | $119,446-41.2% | $150,045-53.2% | $85,563-17.9% |
| Participation rate | 96.2% | 75.4%+20.8pp | 82.3%+13.9pp | 66.0%+30.3pp |
| Annual return | 26.19% | 23.72%+2.5pp | 62.55%-36.4pp | 31.51%-5.3pp |
| Employer contribution / active EE | $2,091 | $4,078-48.7% | $4,693-55.4% | $2,654-21.2% |
| Participant deferral / active EE | $16,251 | $7,985+103.5% | $7,997+103.2% | $4,375+271.4% |
| Admin fee / account holder | $84 | $548-84.7% | $13,435-99.4% | $834-89.9% |