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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,193 |
MARQUETTE ASSOCIATES10+ years Service code 16 · EIN 36-3485298 | Consulting | $42,500 |
BDO USA, LLP1 year Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $32,934 |
SIDLEY AUSTIN LLP10+ years Service code 16 · EIN 36-4474078 | Consulting | $8,005 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$121,572 |
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 | $110,060 | $112,623-2.3% | $106,213+3.6% | $199,593-44.9% |
| Participation rate | 91.2% | 86.2%+4.9pp | 75.3%+15.9pp | 72.0%+19.2pp |
| Annual return | 17.08% | 15.57%+1.5pp | 116.14%-99.1pp | 34.25%-17.2pp |
| Employer contribution / active EE | $3,295 | $4,575-28.0% | $3,171+3.9% | $3,034+8.6% |
| Participant deferral / active EE | $6,597 | $6,659-0.9% | $5,016+31.5% | $5,087+29.7% |
| Admin fee / account holder | $4 | $107-96.6% | $11,033-100.0% | $269-98.6% |