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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,513 |
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 | $149,711 | $81,908+82.8% | $90,749+65.0% | $64,808+131.0% |
| Participation rate | 90.9% | 80.5%+10.4pp | 75.7%+15.2pp | 71.5%+19.4pp |
| Annual return | -16.23% | -12.53%-3.7pp | -12.16%-4.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $6,405 | $3,065+109.0% | $2,921+119.3% | $2,506+155.6% |
| Participant deferral / active EE | $11,589 | $4,840+139.4% | $4,564+153.9% | $4,310+168.9% |
| Admin fee / account holder | $43 | $157-72.3% | $8,445-99.5% | $188-76.9% |