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 | $121,315 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,746 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,429 |
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 | $50,404 | $176,491-71.4% | $95,952-47.5% | $90,288-44.2% |
| Participation rate | 92.4% | 86.6%+5.8pp | 77.1%+15.3pp | 73.4%+19.1pp |
| Annual return | 18.35% | 20.14%-1.8pp | 91.61%-73.3pp | 53.97%-35.6pp |
| Employer contribution / active EE | $1,488 | $2,789-46.7% | $2,541-41.5% | $2,524-41.1% |
| Participant deferral / active EE | $5,526 | $5,340+3.5% | $4,167+32.6% | $4,232+30.6% |
| Admin fee / account holder | $104 | $154-32.3% | $6,795-98.5% | $114-8.5% |