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 | $62,679 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,673 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,465 | $120,450+181.0% | $159,436+112.3% | $93,030+263.8% |
| Participation rate | 83.3% | 78.0%+5.3pp | 82.8%+0.5pp | 73.9%+9.4pp |
| Annual return | 23.78% | 27.11%-3.3pp | 263.57%-239.8pp | 158.70%-134.9pp |
| Employer contribution / active EE | $5,458 | $3,526+54.8% | $4,829+13.0% | $2,706+101.7% |
| Participant deferral / active EE | $14,118 | $7,283+93.8% | $7,352+92.0% | $4,562+209.4% |
| Admin fee / account holder | $27 | $137-80.1% | $10,799-99.7% | $152-82.1% |