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 | $23,004 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,880 |
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 | $31,184 | $26,906+15.9% | $61,373-49.2% | $77,904-60.0% |
| Participation rate | 80.4% | 33.4%+47.0pp | 52.6%+27.9pp | 73.7%+6.8pp |
| Annual return | -16.74% | -14.46%-2.3pp | 338.61%-355.3pp | 12.21%-28.9pp |
| Employer contribution / active EE | $447 | $521-14.2% | $1,159-61.4% | $2,848-84.3% |
| Participant deferral / active EE | $2,939 | $1,180+149.1% | $2,125+38.3% | $4,806-38.8% |
| Admin fee / account holder | $30 | $117-74.2% | $2,130-98.6% | $133-77.3% |