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 8-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 | $73,787 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,024 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,137 | $53,136+15.1% | $155,509-60.7% | $199,593-69.4% |
| Participation rate | 88.6% | 64.1%+24.5pp | 78.2%+10.4pp | 72.0%+16.6pp |
| Annual return | 14.74% | 41.15%-26.4pp | 64.67%-49.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,993 | $1,851+7.7% | $4,672-57.3% | $3,034-34.3% |
| Participant deferral / active EE | $4,004 | $3,161+26.7% | $5,626-28.8% | $5,087-21.3% |
| Admin fee / account holder | $56 | $185-69.8% | $15,912-99.6% | $269-79.2% |