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) | $31,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,061 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,423 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,982 | $101,317+5.6% | $146,958-27.2% | $74,495+43.6% |
| Participation rate | 52.3% | 75.5%-23.2pp | 82.2%-29.8pp | 67.2%-14.9pp |
| Annual return | 12.45% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,065 | $3,810-72.1% | $4,933-78.4% | $2,623-59.4% |
| Participant deferral / active EE | $7,948 | $7,303+8.8% | $8,070-1.5% | $4,346+82.9% |
| Admin fee / account holder | $474 | $1,739-72.8% | $12,998-96.4% | $1,942-75.6% |