Filed December 19, 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) | $30,198 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $218,829 | $110,299+98.4% | $102,423+113.7% | $199,593+9.6% |
| Participation rate | 70.1% | 86.3%-16.2pp | 76.5%-6.4pp | 72.0%-1.9pp |
| Annual return | 21.60% | 35.73%-14.1pp | 29.32%-7.7pp | 34.25%-12.7pp |
| Employer contribution / active EE | $1,255 | $3,603-65.2% | $3,023-58.5% | $3,034-58.6% |
| Participant deferral / active EE | $7,016 | $6,376+10.0% | $5,053+38.9% | $5,087+37.9% |
| Admin fee / account holder | -$6 | $122-104.8% | $9,451-100.1% | $269-102.2% |