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 7-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,226 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,239 | $92,055-30.2% | $106,213-39.5% | $77,643-17.3% |
| Participation rate | 79.9% | 81.0%-1.2pp | 75.3%+4.6pp | 70.6%+9.3pp |
| Annual return | 11.80% | 17.91%-6.1pp | 116.14%-104.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,720 | $3,367-48.9% | $3,171-45.8% | $2,726-36.9% |
| Participant deferral / active EE | $4,519 | $5,386-16.1% | $5,016-9.9% | $4,647-2.8% |
| Admin fee / account holder | $51 | $219-76.8% | $11,033-99.5% | $430-88.2% |