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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$148,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $112,419 | $53,512+110.1% | $189,557-40.7% | $93,030+20.8% |
| Participation rate | 66.4% | 67.3%-0.9pp | 78.4%-12.0pp | 73.9%-7.5pp |
| Annual return | 13.90% | 20.32%-6.4pp | 64.17%-50.3pp | 158.70%-144.8pp |
| Employer contribution / active EE | $2,512 | $1,429+75.7% | $4,412-43.1% | $2,706-7.2% |
| Participant deferral / active EE | $4,033 | $3,748+7.6% | $6,174-34.7% | $4,562-11.6% |
| Admin fee / account holder | $106 | $95+11.9% | $9,807-98.9% | $152-29.8% |