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 | $12,182 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $114,503 | $76,050+50.6% | $96,544+18.6% | $71,457+60.2% |
| Participation rate | 62.0% | 74.4%-12.4pp | 76.0%-14.0pp | 67.9%-6.0pp |
| Annual return | 20.63% | 22.81%-2.2pp | 25.84%-5.2pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,380 | $2,244+6.1% | $2,965-19.7% | $2,588-8.0% |
| Participant deferral / active EE | $4,888 | $4,215+16.0% | $4,851+0.8% | $4,289+14.0% |
| Admin fee / account holder | $114 | $2,707-95.8% | $8,252-98.6% | $1,587-92.8% |