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 27 · EIN 47-1411118 | Advisory (Plan) | $81,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,103 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,330 | $50,982+143.9% | $154,803-19.7% | $85,563+45.3% |
| Participation rate | 47.4% | 59.8%-12.4pp | 78.1%-30.7pp | 66.0%-18.6pp |
| Annual return | 17.45% | 30.35%-12.9pp | 58.88%-41.4pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,680 | $1,708-1.6% | $4,305-61.0% | $2,654-36.7% |
| Participant deferral / active EE | $3,356 | $2,474+35.6% | $5,540-39.4% | $4,375-23.3% |
| Admin fee / account holder | $296 | $846-65.0% | $14,329-97.9% | $834-64.5% |