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 | $64,822 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,820 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,285 |
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 | $60,652 | $55,416+9.4% | $75,972-20.2% | $77,643-21.9% |
| Participation rate | 94.0% | 63.6%+30.4pp | 69.1%+24.9pp | 70.6%+23.4pp |
| Annual return | 94.61% | 17.07%+77.5pp | 359.55%-264.9pp | 31.24%+63.4pp |
| Employer contribution / active EE | $5,214 | $1,788+191.7% | $2,685+94.2% | $2,726+91.3% |
| Participant deferral / active EE | $12,810 | $3,447+271.6% | $4,255+201.0% | $4,647+175.7% |
| Admin fee / account holder | $213 | $414-48.5% | $6,467-96.7% | $430-50.5% |