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 | $6,429 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,423 |
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 | $88,453 | $65,435+35.2% | $86,677+2.0% | $66,914+32.2% |
| Participation rate | 77.3% | 75.5%+1.8pp | 76.6%+0.7pp | 69.8%+7.5pp |
| Annual return | -16.62% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,453 | $2,153+13.9% | $2,836-13.5% | $2,544-3.6% |
| Participant deferral / active EE | $5,988 | $4,100+46.0% | $4,656+28.6% | $4,237+41.3% |
| Admin fee / account holder | $77 | $642-88.0% | $7,493-99.0% | $593-87.0% |