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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,723 |
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 | $164,510 | $92,055+78.7% | $106,213+54.9% | $77,643+111.9% |
| Participation rate | 86.3% | 81.0%+5.3pp | 75.3%+11.0pp | 70.6%+15.7pp |
| Annual return | 33.86% | 17.91%+16.0pp | 116.14%-82.3pp | 31.24%+2.6pp |
| Employer contribution / active EE | $6,925 | $3,367+105.7% | $3,171+118.3% | $2,726+154.0% |
| Participant deferral / active EE | $11,922 | $5,386+121.4% | $5,016+137.7% | $4,647+156.5% |
| Admin fee / account holder | $33 | $219-84.9% | $11,033-99.7% | $430-92.3% |