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 | $6,008 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,268 |
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 | $54,016 | $56,485-4.4% | $185,823-70.9% | $86,799-37.8% |
| Participation rate | 99.6% | 65.5%+34.2pp | 81.7%+17.9pp | 72.3%+27.4pp |
| Annual return | 15.88% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.0pp |
| Employer contribution / active EE | $2,590 | $1,843+40.6% | $5,167-49.9% | $2,405+7.7% |
| Participant deferral / active EE | $3,235 | $2,553+26.7% | $5,568-41.9% | $4,131-21.7% |
| Admin fee / account holder | $25 | $150-83.5% | $16,237-99.8% | $170-85.4% |