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 | $10,848 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,326 | $85,202+51.8% | $172,739-25.1% | $72,985+77.2% |
| Participation rate | 67.1% | 70.1%-3.0pp | 82.6%-15.5pp | 69.5%-2.4pp |
| Annual return | 19.67% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,291 | $3,324-31.1% | $5,143-55.4% | $2,440-6.1% |
| Participant deferral / active EE | $5,319 | $3,260+63.1% | $5,198+2.3% | $3,607+47.4% |
| Admin fee / account holder | $224 | $5,884-96.2% | $13,954-98.4% | $5,124-95.6% |