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 |
|---|---|---|
FINANCIAL ADVOCATES6 years Service code 16 · EIN 27-0435466 | Consulting | $69,699 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,509 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,486 | $72,254+82.0% | $86,677+51.7% | $64,808+102.9% |
| Participation rate | 89.4% | 80.4%+8.9pp | 76.6%+12.8pp | 71.5%+17.9pp |
| Annual return | -23.15% | 392.42%-415.6pp | 35.91%-59.1pp | 32.82%-56.0pp |
| Employer contribution / active EE | $7,396 | $2,393+209.1% | $2,836+160.8% | $2,506+195.2% |
| Participant deferral / active EE | $20,417 | $4,658+338.3% | $4,656+338.5% | $4,310+373.7% |
| Admin fee / account holder | $143 | $174-17.8% | $7,493-98.1% | $188-23.9% |