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 | $39,089 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,844 |
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 | $93,599 | $79,519+17.7% | $95,952-2.5% | $73,409+27.5% |
| Participation rate | 97.8% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 16.87% | 19.20%-2.3pp | 91.61%-74.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $2,619 | $2,048+27.9% | $2,541+3.1% | $2,234+17.2% |
| Participant deferral / active EE | $7,665 | $4,138+85.2% | $4,167+83.9% | $3,805+101.4% |
| Admin fee / account holder | $111 | $184-39.9% | $6,795-98.4% | $158-29.8% |