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 04-2675571 | Advisory (Plan) | $105,294 |
Service code 37 · EIN 04-2647786 | Loan Processing | $100,755 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,298 |
APRIO LLP1 year Service code 10 · EIN 57-1157523 | Accounting | $18,334 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,569 |
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 | $71,728 | $95,274-24.7% | $135,903-47.2% | $74,419-3.6% |
| Participation rate | 95.2% | 78.2%+17.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 19.34% | 32.77%-13.4pp | 68.23%-48.9pp | 34.38%-15.0pp |
| Employer contribution / active EE | $3,572 | $3,874-7.8% | $4,856-26.4% | $2,637+35.4% |
| Participant deferral / active EE | $9,596 | $7,782+23.3% | $7,758+23.7% | $4,528+111.9% |
| Admin fee / account holder | $180 | $266-32.5% | $10,762-98.3% | $348-48.4% |