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 6-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 | $60,500 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,731 |
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 | $98,745 | $84,784+16.5% | $98,439+0.3% | $74,419+32.7% |
| Participation rate | 95.7% | 81.5%+14.2pp | 75.2%+20.5pp | 70.7%+25.0pp |
| Annual return | 22.15% | 20.59%+1.6pp | 21.16%+1.0pp | 34.38%-12.2pp |
| Employer contribution / active EE | $7,865 | $3,364+133.8% | $3,048+158.1% | $2,637+198.2% |
| Participant deferral / active EE | $14,393 | $5,218+175.8% | $4,738+203.8% | $4,528+217.9% |
| Admin fee / account holder | $82 | $204-60.0% | $8,948-99.1% | $348-76.5% |