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 | $142,371 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,391 |
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 | $46,899 | $112,686-58.4% | $169,993-72.4% | $80,160-41.5% |
| Participation rate | 73.7% | 87.4%-13.7pp | 87.0%-13.3pp | 72.9%+0.7pp |
| Annual return | 33.09% | 67.04%-33.9pp | 53.37%-20.3pp | 40.38%-7.3pp |
| Employer contribution / active EE | $1,840 | $4,481-58.9% | $6,785-72.9% | $2,978-38.2% |
| Participant deferral / active EE | $8,076 | $7,876+2.5% | $10,408-22.4% | $5,017+61.0% |
| Admin fee / account holder | $73 | $99-26.4% | $12,815-99.4% | $145-49.7% |