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 7-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 | $86,282 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,552 | $61,756-65.1% | $70,092-69.3% | $77,904-72.3% |
| Participation rate | 28.3% | 79.9%-51.6pp | 70.5%-42.2pp | 73.7%-45.4pp |
| Annual return | -15.35% | -11.86%-3.5pp | 190.73%-206.1pp | 12.21%-27.6pp |
| Employer contribution / active EE | $815 | $2,706-69.9% | $2,559-68.1% | $2,848-71.4% |
| Participant deferral / active EE | $1,799 | $3,977-54.8% | $3,849-53.2% | $4,806-62.6% |
| Admin fee / account holder | $153 | $101+51.3% | $6,267-97.6% | $133+15.7% |