Filed August 27, 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 6-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,219 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,841 | $93,131+119.9% | $106,548+92.3% | $86,799+136.0% |
| Participation rate | 92.1% | 81.4%+10.6pp | 76.1%+15.9pp | 72.3%+19.8pp |
| Annual return | 19.09% | 19.45%-0.4pp | 26.80%-7.7pp | 97.91%-78.8pp |
| Employer contribution / active EE | $5,493 | $2,895+89.7% | $2,819+94.9% | $2,405+128.4% |
| Participant deferral / active EE | $10,190 | $4,708+116.4% | $4,398+131.7% | $4,131+146.7% |
| Admin fee / account holder | $53 | $145-63.5% | $7,407-99.3% | $170-68.7% |