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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,970 |
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 | $175,121 | $84,784+106.5% | $98,439+77.9% | $74,419+135.3% |
| Participation rate | 87.9% | 81.5%+6.4pp | 75.2%+12.8pp | 70.7%+17.2pp |
| Annual return | 22.32% | 20.59%+1.7pp | 21.16%+1.2pp | 34.38%-12.1pp |
| Employer contribution / active EE | $6,571 | $3,364+95.3% | $3,048+115.6% | $2,637+149.1% |
| Participant deferral / active EE | $12,172 | $5,218+133.3% | $4,738+156.9% | $4,528+168.8% |
| Admin fee / account holder | $43 | $204-79.2% | $8,948-99.5% | $348-87.8% |