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 | $26,022 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,031 | $129,021+36.4% | $184,203-4.4% | $77,643+126.7% |
| Participation rate | 98.1% | 87.3%+10.8pp | 86.8%+11.3pp | 70.6%+27.5pp |
| Annual return | 15.84% | 33.27%-17.4pp | 28.81%-13.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $8,352 | $4,413+89.3% | $6,427+29.9% | $2,726+206.4% |
| Participant deferral / active EE | $10,293 | $7,297+41.1% | $9,131+12.7% | $4,647+121.5% |
| Admin fee / account holder | $69 | $254-73.0% | $13,901-99.5% | $430-84.1% |