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 5-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) | $14,210 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,630 |
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 | $71,776 | $99,078-27.6% | $96,544-25.7% | $74,419-3.6% |
| Participation rate | 97.0% | 80.7%+16.3pp | 76.0%+21.0pp | 70.7%+26.3pp |
| Annual return | 47.70% | 22.48%+25.2pp | 25.84%+21.9pp | 34.38%+13.3pp |
| Employer contribution / active EE | $3,912 | $2,570+52.2% | $2,965+32.0% | $2,637+48.3% |
| Participant deferral / active EE | $11,057 | $4,933+124.1% | $4,851+127.9% | $4,528+144.2% |
| Admin fee / account holder | $32 | $225-85.8% | $8,252-99.6% | $348-90.9% |