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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $546,869 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $416,893 |
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 | $84,452 | $178,759-52.8% | $102,423-17.5% | $106,382-20.6% |
| Participation rate | 93.2% | 91.3%+1.9pp | 76.5%+16.7pp | 69.9%+23.3pp |
| Annual return | 24.45% | 17.23%+7.2pp | 29.32%-4.9pp | 17.37%+7.1pp |
| Employer contribution / active EE | $5,734 | $5,750-0.3% | $3,023+89.7% | $3,364+70.5% |
| Participant deferral / active EE | $11,770 | $9,466+24.3% | $5,053+132.9% | $5,569+111.4% |
| Admin fee / account holder | $69 | $62+10.3% | $9,451-99.3% | $79-13.5% |