Filed August 28, 2025 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,341 |
MARQUETTE ASSOCIATES11+ years Service code 16 · EIN 36-3485298 | Consulting | $42,500 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,404 |
SIDLEY AUSTIN LLP11+ years Service code 16 · EIN 36-4474078 | Consulting | $2,001 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$205,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,228 | $123,077-1.5% | $116,228+4.3% | $102,872+17.8% |
| Participation rate | 92.9% | 87.0%+5.9pp | 74.6%+18.4pp | 73.0%+19.9pp |
| Annual return | 15.57% | 15.84%-0.3pp | 90.06%-74.5pp | 19.06%-3.5pp |
| Employer contribution / active EE | $3,699 | $4,380-15.5% | $2,994+23.5% | $3,526+4.9% |
| Participant deferral / active EE | $6,866 | $6,746+1.8% | $4,953+38.6% | $5,535+24.1% |
| Admin fee / account holder | -$19 | $115-116.2% | $11,989-100.2% | $292-106.4% |