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 | $60,380 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,816 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,171 | $86,225-24.4% | $146,665-55.6% | $86,799-24.9% |
| Participation rate | 94.8% | 78.0%+16.9pp | 80.1%+14.8pp | 72.3%+22.6pp |
| Annual return | 12.63% | 31.23%-18.6pp | 22.74%-10.1pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,457 | $2,392-39.1% | $4,136-64.8% | $2,405-39.4% |
| Participant deferral / active EE | $4,683 | $4,245+10.3% | $5,506-14.9% | $4,131+13.4% |
| Admin fee / account holder | $176 | $195-9.9% | $10,280-98.3% | $170+3.7% |