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 6-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 | $47,909 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,218 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,641 | $24,733+133.1% | $69,647-17.2% | $74,495-22.6% |
| Participation rate | 84.7% | 63.5%+21.2pp | 66.5%+18.3pp | 67.2%+17.5pp |
| Annual return | 19.83% | 18.55%+1.3pp | 100.48%-80.7pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $2,900 | $1,001+189.8% | $1,712+69.3% | $2,623+10.5% |
| Participant deferral / active EE | $11,561 | $1,901+508.2% | $2,886+300.6% | $4,346+166.0% |
| Admin fee / account holder | $334 | $1,892-82.3% | $4,713-92.9% | $1,942-82.8% |