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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,364 |
MARQUETTE ASSOCIATES8+ years Service code 16 · EIN 36-3485298 | Consulting | $30,000 |
BDO USA, LLP1 year Service code 16 · EIN 13-5381590 | Consulting | $22,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,150 | $136,266-41.9% | $90,749-12.8% | $77,904+1.6% |
| Participation rate | 97.9% | 86.6%+11.2pp | 75.7%+22.2pp | 73.7%+24.2pp |
| Annual return | -16.13% | -11.32%-4.8pp | -12.16%-4.0pp | 12.21%-28.3pp |
| Employer contribution / active EE | $2,889 | $4,215-31.5% | $2,921-1.1% | $2,848+1.4% |
| Participant deferral / active EE | $6,217 | $6,353-2.1% | $4,564+36.2% | $4,806+29.4% |
| Admin fee / account holder | $5 | $399-98.6% | $8,445-99.9% | $133-95.9% |