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 | $298,067 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $256,433 |
Service code 27 · EIN 93-1249395 | Advisory (Plan) | $75,000 |
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 | $214,353 | $211,459+1.4% | $119,258+79.7% | $93,030+130.4% |
| Participation rate | 93.7% | 94.1%-0.4pp | 82.7%+11.0pp | 73.9%+19.8pp |
| Annual return | 18.44% | 39.10%-20.7pp | 30.69%-12.2pp | 158.70%-140.3pp |
| Employer contribution / active EE | $9,530 | $5,958+60.0% | $4,384+117.4% | $2,706+252.2% |
| Participant deferral / active EE | $13,111 | $9,654+35.8% | $6,111+114.6% | $4,562+187.4% |
| Admin fee / account holder | $223 | $124+80.5% | $7,226-96.9% | $152+47.1% |