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 27 · EIN 47-1411118 | Advisory (Plan) | $21,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,752 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2 |
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 | $86,230 | $80,724+6.8% | $103,333-16.6% | $74,495+15.8% |
| Participation rate | 88.2% | 65.7%+22.5pp | 74.5%+13.7pp | 67.2%+21.0pp |
| Annual return | 14.24% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,387 | $3,157+39.0% | $3,868+13.4% | $2,623+67.3% |
| Participant deferral / active EE | $11,450 | $3,860+196.6% | $5,057+126.4% | $4,346+163.5% |
| Admin fee / account holder | $290 | $2,368-87.7% | $8,355-96.5% | $1,942-85.0% |