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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,508 |
CROWE LLP1 year Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $28,100 |
MARQUETTE ASSOCIATES3+ years Service code 16 · EIN 36-3485298 | Consulting | $18,000 |
SIDLEY AUSTIN LLP3+ years Service code 29 ONE SOUTH DEARBORN · CHICAGO, IL 60603 | Legal | $6,730 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,949 | $90,410+9.4% | $91,001+8.7% | $77,958+26.9% |
| Participation rate | 97.7% | 86.4%+11.3pp | 75.6%+22.1pp | 71.6%+26.1pp |
| Annual return | 20.01% | 21.34%-1.3pp | 4.60%+15.4pp | 20.87%-0.9pp |
| Employer contribution / active EE | $1,725 | $3,392-49.1% | $2,456-29.7% | $2,310-25.3% |
| Participant deferral / active EE | $4,950 | $4,816+2.8% | $3,547+39.5% | $3,537+40.0% |
| Admin fee / account holder | $24 | $79-69.4% | $5,417-99.6% | $97-75.2% |