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 10-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 | $197,352 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $44,691 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,988 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $19,425 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,100 | $70,115-32.8% | $70,515-33.2% | $80,160-41.2% |
| Participation rate | 89.6% | 71.7%+18.0pp | 68.3%+21.3pp | 72.9%+16.7pp |
| Annual return | 16.42% | 134.51%-118.1pp | 32.77%-16.3pp | 40.38%-24.0pp |
| Employer contribution / active EE | $1,513 | $3,021-49.9% | $2,973-49.1% | $2,978-49.2% |
| Participant deferral / active EE | $5,133 | $4,495+14.2% | $4,567+12.4% | $5,017+2.3% |
| Admin fee / account holder | $137 | $112+21.6% | $6,412-97.9% | $145-5.8% |