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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,984 |
SMARTDOLLAR1 year Service code 49 · EIN 62-1593846 | Other Services | $8,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,850 |
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 | $50,754 | $56,485-10.1% | $185,823-72.7% | $86,799-41.5% |
| Participation rate | 93.1% | 65.5%+27.6pp | 81.7%+11.4pp | 72.3%+20.8pp |
| Annual return | 17.47% | 118.04%-100.6pp | 122.05%-104.6pp | 97.91%-80.4pp |
| Employer contribution / active EE | $2,576 | $1,843+39.8% | $5,167-50.2% | $2,405+7.1% |
| Participant deferral / active EE | $4,694 | $2,553+83.9% | $5,568-15.7% | $4,131+13.6% |
| Admin fee / account holder | $35 | $150-76.3% | $16,237-99.8% | $170-79.1% |