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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,977 |
WEAVER AND TIDWELL, LLP5 years Service code 10 · EIN 75-0786316 | Accounting | $15,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$29,317 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,267 | $89,808-31.8% | $100,391-39.0% | $77,643-21.1% |
| Participation rate | 76.0% | 81.2%-5.2pp | 81.5%-5.4pp | 70.6%+5.5pp |
| Annual return | 16.61% | 20.62%-4.0pp | 49.20%-32.6pp | 31.24%-14.6pp |
| Employer contribution / active EE | $734 | $3,039-75.8% | $3,942-81.4% | $2,726-73.1% |
| Participant deferral / active EE | $5,828 | $8,284-29.6% | $8,082-27.9% | $4,647+25.4% |
| Admin fee / account holder | $15 | $174-91.2% | $7,899-99.8% | $430-96.4% |