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 | $40,836 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,256 |
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 | $33,690 | $82,202-59.0% | $125,339-73.1% | $64,808-48.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.00% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $5,250 | $3,615+45.2% | $4,814+9.1% | $2,506+109.5% |
| Participant deferral / active EE | $10,649 | $7,175+48.4% | $7,446+43.0% | $4,310+147.1% |
| Admin fee / account holder | $102 | $163-37.3% | $10,010-99.0% | $188-45.5% |