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 | $47,563 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,610 |
Form 5500 reported that benefits due were not provided when due.
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 | $61,181 | $47,126+29.8% | $149,673-59.1% | $74,419-17.8% |
| Participation rate | 95.8% | 63.4%+32.4pp | 78.8%+17.0pp | 70.7%+25.1pp |
| Annual return | 19.84% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,018 | $1,905+58.4% | $4,818-37.4% | $2,637+14.4% |
| Participant deferral / active EE | $5,237 | $2,728+92.0% | $5,680-7.8% | $4,528+15.7% |
| Admin fee / account holder | $60 | $343-82.4% | $13,210-99.5% | $348-82.7% |