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 | $27,764 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,568 |
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 | $61,414 | $104,475-41.2% | $159,436-61.5% | $79,386-22.6% |
| Participation rate | 96.2% | 76.6%+19.6pp | 82.8%+13.4pp | 70.7%+25.5pp |
| Annual return | 19.38% | 67.95%-48.6pp | 263.57%-244.2pp | 116.85%-97.5pp |
| Employer contribution / active EE | $1,634 | $3,417-52.2% | $4,829-66.2% | $2,427-32.7% |
| Participant deferral / active EE | $8,216 | $6,467+27.0% | $7,352+11.8% | $4,046+103.1% |
| Admin fee / account holder | $123 | $711-82.7% | $10,799-98.9% | $626-80.3% |