Filed October 10, 2025 (most recent of 10 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,388 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $22,471 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$347,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,015 | $73,283-60.4% | $155,509-81.3% | $106,382-72.7% |
| Participation rate | 61.1% | 73.3%-12.2pp | 78.2%-17.1pp | 69.9%-8.8pp |
| Annual return | 16.53% | 15.77%+0.8pp | 64.67%-48.1pp | 17.37%-0.8pp |
| Employer contribution / active EE | $1,447 | $2,247-35.6% | $4,672-69.0% | $3,364-57.0% |
| Participant deferral / active EE | $226 | $4,580-95.1% | $5,626-96.0% | $5,569-95.9% |
| Admin fee / account holder | -$15 | $56-127.2% | $15,912-100.1% | $79-119.2% |