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 | $32,204 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,027 |
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 | $79,686 | $95,274-16.4% | $135,903-41.4% | $74,419+7.1% |
| Participation rate | 97.7% | 78.2%+19.5pp | 81.9%+15.8pp | 70.7%+26.9pp |
| Annual return | 34.53% | 32.77%+1.8pp | 68.23%-33.7pp | 34.38%+0.2pp |
| Employer contribution / active EE | $4,679 | $3,874+20.8% | $4,856-3.6% | $2,637+77.4% |
| Participant deferral / active EE | $15,187 | $7,782+95.2% | $7,758+95.8% | $4,528+235.4% |
| Admin fee / account holder | $70 | $266-73.8% | $10,762-99.4% | $348-79.9% |