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 | $113,582 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,149 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,242 | $88,890-64.9% | $102,423-69.5% | $77,643-59.8% |
| Participation rate | 86.0% | 80.9%+5.1pp | 76.5%+9.5pp | 70.6%+15.4pp |
| Annual return | 15.82% | 24.98%-9.2pp | 29.32%-13.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,267 | $2,698-15.9% | $3,023-25.0% | $2,726-16.8% |
| Participant deferral / active EE | $3,728 | $5,145-27.5% | $5,053-26.2% | $4,647-19.8% |
| Admin fee / account holder | $137 | $235-41.8% | $9,451-98.6% | $430-68.2% |