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 |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $29,900 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,873 |
MARQUETTE ASSOCIATES2+ years Service code 16 · EIN 36-3485298 | Consulting | $18,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,091 | $82,279+7.1% | $77,999+12.9% | $63,975+37.7% |
| Participation rate | 97.5% | 84.7%+12.8pp | 75.5%+21.9pp | 71.1%+26.3pp |
| Annual return | 6.45% | 11.20%-4.7pp | 425.96%-419.5pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,672 | $3,297-49.3% | $2,470-32.3% | $2,182-23.4% |
| Participant deferral / active EE | $4,681 | $4,538+3.1% | $3,497+33.9% | $3,356+39.5% |
| Admin fee / account holder | $32 | $81-60.1% | $5,480-99.4% | $70-53.9% |