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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.
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 | $237,830 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,233 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $15,819 |
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 | $61,463 | $107,459-42.8% | $135,903-54.8% | $80,160-23.3% |
| Participation rate | 92.2% | 78.0%+14.2pp | 81.9%+10.3pp | 72.9%+19.3pp |
| Annual return | 40.54% | 91.91%-51.4pp | 68.23%-27.7pp | 40.38%+0.2pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $19,079 | $8,195+132.8% | $7,758+145.9% | $5,017+280.3% |
| Admin fee / account holder | $68 | $127-46.7% | $10,762-99.4% | $145-53.3% |