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 5-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 | $59,127 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY Service code 10 · EIN 30-1413443 | Accounting | $15,959 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,685 |
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 | $74,299 | $98,727-24.7% | $113,168-34.3% | $85,563-13.2% |
| Participation rate | 97.2% | 80.8%+16.4pp | 76.6%+20.7pp | 66.0%+31.3pp |
| Annual return | 33.79% | 17.43%+16.4pp | 24.27%+9.5pp | 31.51%+2.3pp |
| Employer contribution / active EE | $4,745 | $2,907+63.2% | $2,975+59.5% | $2,654+78.8% |
| Participant deferral / active EE | $8,173 | $5,424+50.7% | $5,107+60.0% | $4,375+86.8% |
| Admin fee / account holder | $135 | $357-62.3% | $12,068-98.9% | $834-83.9% |