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 |
|---|---|---|
SA STONE WEALTH MANAGEMENT4 years Service code 53 2 PERIMETER PARK S · BIRMINGHAM, AL 35209 | Insurance Commissions | $46,781 |
Filed as: DYATECH LLC. Service code 15 · EIN 64-0934231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $4,678 |
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 | $95,856 | $105,181-8.9% | $159,436-39.9% | $85,850+11.7% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.8%-1.8pp | 69.3%+11.7pp |
| Annual return | 16.26% | 45.07%-28.8pp | 263.57%-247.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,334 | $3,318+0.5% | $4,829-31.0% | $2,565+30.0% |
| Participant deferral / active EE | $7,927 | $5,945+33.3% | $7,352+7.8% | $3,952+100.6% |
| Admin fee / account holder | $19 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |