Filed November 11, 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 | $5,560 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,443 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,447 | $52,293+0.3% | $178,490-70.6% | $73,409-28.6% |
| Participation rate | 98.1% | 65.3%+32.8pp | 81.9%+16.2pp | 72.2%+25.9pp |
| Annual return | 14.35% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,504 | $1,735+44.3% | $5,011-50.0% | $2,234+12.1% |
| Participant deferral / active EE | $2,636 | $2,332+13.0% | $5,202-49.3% | $3,805-30.7% |
| Admin fee / account holder | $27 | $127-79.1% | $13,984-99.8% | $158-83.2% |