Filed May 14, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,727 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,401 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,405 | $46,292+8.9% | $143,757-64.9% | $64,808-22.2% |
| Participation rate | 96.7% | 64.2%+32.5pp | 80.3%+16.4pp | 71.5%+25.2pp |
| Annual return | -16.85% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,601 | $1,910+36.2% | $4,951-47.5% | $2,506+3.8% |
| Participant deferral / active EE | $4,878 | $2,646+84.4% | $5,637-13.5% | $4,310+13.2% |
| Admin fee / account holder | $53 | $154-65.9% | $14,673-99.6% | $188-72.0% |