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 | $27,471 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,375 |
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 | $36,648 | $50,956-28.1% | $96,562-62.0% | $86,799-57.8% |
| Participation rate | 91.6% | 65.2%+26.4pp | 69.8%+21.8pp | 72.3%+19.3pp |
| Annual return | 16.50% | 21.27%-4.8pp | 37.78%-21.3pp | 97.91%-81.4pp |
| Employer contribution / active EE | $891 | $1,111-19.8% | $2,356-62.2% | $2,405-63.0% |
| Participant deferral / active EE | $3,597 | $2,954+21.8% | $3,849-6.5% | $4,131-12.9% |
| Admin fee / account holder | $62 | $166-63.0% | $6,181-99.0% | $170-63.7% |