Filed May 22, 2025
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 Filed as: STRATEGIC RETIREMENT PARTNERS Service code 16 20891 MONTEREY AVE · PRIOR LAKE, MN 55372 | Consulting | $34,978 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $32,601 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,490 | $73,638+6.6% | $95,952-18.2% | $73,488+6.8% |
| Participation rate | 98.3% | 76.2%+22.1pp | 77.1%+21.2pp | 70.7%+27.6pp |
| Annual return | 21.18% | 16.78%+4.4pp | 91.61%-70.4pp | 28.51%-7.3pp |
| Employer contribution / active EE | $717 | $1,863-61.5% | $2,541-71.8% | $2,270-68.4% |
| Participant deferral / active EE | $7,038 | $3,617+94.6% | $4,167+68.9% | $3,740+88.2% |
| Admin fee / account holder | $322 | $482-33.2% | $6,795-95.3% | $513-37.3% |