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 | $96,250 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,117 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,413 |
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 | $112,920 | $55,416+103.8% | $75,972+48.6% | $77,643+45.4% |
| Participation rate | 74.3% | 63.6%+10.7pp | 69.1%+5.3pp | 70.6%+3.7pp |
| Annual return | 21.06% | 17.07%+4.0pp | 359.55%-338.5pp | 31.24%-10.2pp |
| Employer contribution / active EE | $5,360 | $1,788+199.9% | $2,685+99.6% | $2,726+96.6% |
| Participant deferral / active EE | $11,122 | $3,447+222.7% | $4,255+161.4% | $4,647+139.3% |
| Admin fee / account holder | $224 | $414-46.0% | $6,467-96.5% | $430-48.1% |