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 | $131,662 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,685 |
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 | $59,277 | $122,693-51.7% | $184,203-67.8% | $199,593-70.3% |
| Participation rate | 74.1% | 86.8%-12.7pp | 86.8%-12.7pp | 72.0%+2.2pp |
| Annual return | 21.30% | 143.91%-122.6pp | 28.81%-7.5pp | 34.25%-13.0pp |
| Employer contribution / active EE | $1,778 | $4,584-61.2% | $6,427-72.3% | $3,034-41.4% |
| Participant deferral / active EE | $8,200 | $7,990+2.6% | $9,131-10.2% | $5,087+61.2% |
| Admin fee / account holder | $73 | $121-39.6% | $13,901-99.5% | $269-72.9% |