Filed September 26, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,159 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,267 | $86,897+63.7% | $151,611-6.2% | $64,808+119.5% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.5%+10.6pp | 71.5%+26.6pp |
| Annual return | -16.59% | -3.57%-13.0pp | 3.33%-19.9pp | 32.82%-49.4pp |
| Employer contribution / active EE | $6,797 | $4,010+69.5% | $6,166+10.2% | $2,506+171.3% |
| Participant deferral / active EE | $8,652 | $6,690+29.3% | $8,363+3.5% | $4,310+100.7% |
| Admin fee / account holder | $66 | $153-57.2% | $11,616-99.4% | $188-65.1% |