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 27 · EIN 42-1445429 | Advisory (Plan) | $147,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | $112,039 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,904 |
BLACK & PINCKARD LLC1 year Filed as: BLACK & PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $13,000 |
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 | $51,748 | $122,693-57.8% | $184,203-71.9% | $199,593-74.1% |
| Participation rate | 92.1% | 86.8%+5.3pp | 86.8%+5.3pp | 72.0%+20.2pp |
| Annual return | 19.67% | 143.91%-124.2pp | 28.81%-9.1pp | 34.25%-14.6pp |
| Employer contribution / active EE | $2,913 | $4,584-36.5% | $6,427-54.7% | $3,034-4.0% |
| Participant deferral / active EE | $7,427 | $7,990-7.1% | $9,131-18.7% | $5,087+46.0% |
| Admin fee / account holder | $244 | $121+102.7% | $13,901-98.2% | $269-9.1% |