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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,535 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,483 |
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 | $115,149 | $92,055+25.1% | $106,213+8.4% | $77,643+48.3% |
| Participation rate | 97.2% | 81.0%+16.2pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 20.50% | 17.91%+2.6pp | 116.14%-95.6pp | 31.24%-10.7pp |
| Employer contribution / active EE | $6,572 | $3,367+95.2% | $3,171+107.2% | $2,726+141.1% |
| Participant deferral / active EE | $13,813 | $5,386+156.5% | $5,016+175.4% | $4,647+197.2% |
| Admin fee / account holder | $97 | $219-55.9% | $11,033-99.1% | $430-77.5% |