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 | $209,231 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $98,859 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,723 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,500 | $110,299-44.2% | $102,423-40.0% | $199,593-69.2% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.6pp |
| Annual return | 14.76% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,676 | $3,603-53.5% | $3,023-44.5% | $3,034-44.7% |
| Participant deferral / active EE | $6,617 | $6,376+3.8% | $5,053+30.9% | $5,087+30.1% |
| Admin fee / account holder | $146 | $122+19.2% | $9,451-98.5% | $269-45.8% |