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 3-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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $307,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$149,594 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $69,380 | $161,802-57.1% | $96,544-28.1% | $96,393-28.0% |
| Participation rate | 97.8% | 92.5%+5.3pp | 76.0%+21.8pp | 71.3%+26.5pp |
| Annual return | 35.87% | 18.41%+17.5pp | 25.84%+10.0pp | 22.88%+13.0pp |
| Employer contribution / active EE | $6,282 | $5,381+16.7% | $2,965+111.9% | $3,238+94.0% |
| Participant deferral / active EE | $12,291 | $8,927+37.7% | $4,851+153.4% | $5,455+125.3% |
| Admin fee / account holder | $13 | $61-78.7% | $8,252-99.8% | $74-82.4% |