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 | $89,430 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,649 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,158 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,986 | $98,727-60.5% | $113,168-65.5% | $85,563-54.4% |
| Participation rate | 94.7% | 80.8%+13.9pp | 76.6%+18.1pp | 66.0%+28.7pp |
| Annual return | 13.67% | 17.43%-3.8pp | 24.27%-10.6pp | 31.51%-17.8pp |
| Employer contribution / active EE | $2,090 | $2,907-28.1% | $2,975-29.8% | $2,654-21.2% |
| Participant deferral / active EE | $4,287 | $5,424-21.0% | $5,107-16.1% | $4,375-2.0% |
| Admin fee / account holder | $110 | $357-69.2% | $12,068-99.1% | $834-86.8% |