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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 | $84,214 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,092 |
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 | $86,945 | $122,186-28.8% | $146,958-40.8% | $199,593-56.4% |
| Participation rate | 94.7% | 78.3%+16.4pp | 82.2%+12.5pp | 72.0%+22.7pp |
| Annual return | 22.42% | 30.56%-8.1pp | 418.34%-395.9pp | 34.25%-11.8pp |
| Employer contribution / active EE | $1 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $19,231 | $8,502+126.2% | $8,070+138.3% | $5,087+278.1% |
| Admin fee / account holder | $50 | $179-72.2% | $12,998-99.6% | $269-81.5% |