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 7-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 | $74,594 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,220 |
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 | $117,815 | $122,693-4.0% | $184,203-36.0% | $199,593-41.0% |
| Participation rate | 91.0% | 86.8%+4.2pp | 86.8%+4.2pp | 72.0%+19.1pp |
| Annual return | 18.10% | 143.91%-125.8pp | 28.81%-10.7pp | 34.25%-16.1pp |
| Employer contribution / active EE | $6,636 | $4,584+44.7% | $6,427+3.2% | $3,034+118.7% |
| Participant deferral / active EE | $9,253 | $7,990+15.8% | $9,131+1.3% | $5,087+81.9% |
| Admin fee / account holder | $88 | $121-27.2% | $13,901-99.4% | $269-67.3% |