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 | $50,086 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $42,603 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,046 |
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 | $64,834 | $106,028-38.9% | $146,958-55.9% | $77,643-16.5% |
| Participation rate | 91.2% | 78.4%+12.8pp | 82.2%+9.0pp | 70.6%+20.6pp |
| Annual return | 36.72% | 56.73%-20.0pp | 418.34%-381.6pp | 31.24%+5.5pp |
| Employer contribution / active EE | $5,772 | $4,063+42.1% | $4,933+17.0% | $2,726+111.8% |
| Participant deferral / active EE | $13,971 | $7,990+74.9% | $8,070+73.1% | $4,647+200.6% |
| Admin fee / account holder | $249 | $337-26.3% | $12,998-98.1% | $430-42.2% |