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 9-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 | $33,947 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,598 |
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 | $82,286 | $101,317-18.8% | $146,958-44.0% | $74,495+10.5% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 21.39% | 8730.91%-8709.5pp | 418.34%-396.9pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $3,923 | $3,810+3.0% | $4,933-20.5% | $2,623+49.6% |
| Participant deferral / active EE | $13,062 | $7,303+78.9% | $8,070+61.9% | $4,346+200.6% |
| Admin fee / account holder | $159 | $1,739-90.8% | $12,998-98.8% | $1,942-91.8% |