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 | $18,593 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,331 |
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 | $113,818 | $79,171+43.8% | $102,423+11.1% | $74,495+52.8% |
| Participation rate | 75.3% | 74.8%+0.5pp | 76.5%-1.2pp | 67.2%+8.1pp |
| Annual return | 18.27% | 54.93%-36.7pp | 29.32%-11.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,689 | $2,362+13.8% | $3,023-11.1% | $2,623+2.5% |
| Participant deferral / active EE | $6,638 | $4,415+50.3% | $5,053+31.4% | $4,346+52.7% |
| Admin fee / account holder | $185 | $2,001-90.8% | $9,451-98.0% | $1,942-90.5% |