Filed August 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 27 · EIN 35-2552359 | Advisory (Plan) | $27,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,558 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,874 | $91,407+30.0% | $135,903-12.5% | $71,457+66.4% |
| Participation rate | 58.4% | 75.7%-17.2pp | 81.9%-23.5pp | 67.9%-9.5pp |
| Annual return | 25.51% | 29.90%-4.4pp | 68.23%-42.7pp | 28.85%-3.3pp |
| Employer contribution / active EE | $2,027 | $3,703-45.3% | $4,856-58.3% | $2,588-21.7% |
| Participant deferral / active EE | $12,293 | $7,092+73.3% | $7,758+58.5% | $4,289+186.6% |
| Admin fee / account holder | $436 | $1,266-65.6% | $10,762-96.0% | $1,587-72.6% |