Filed September 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,325 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,440 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,863 | $88,122+26.9% | $141,162-20.8% | $67,579+65.5% |
| Participation rate | 90.5% | 76.5%+14.0pp | 82.5%+8.0pp | 71.3%+19.2pp |
| Annual return | 1.95% | 75.40%-73.4pp | 71.39%-69.4pp | 378.56%-376.6pp |
| Employer contribution / active EE | $2,319 | $3,224-28.1% | $4,735-51.0% | $2,148+8.0% |
| Participant deferral / active EE | $7,145 | $5,958+19.9% | $6,709+6.5% | $3,539+101.9% |
| Admin fee / account holder | $131 | $131-0.2% | $10,261-98.7% | $142-8.2% |