Filed October 1, 2025 (most recent of 4 filings on file)
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 26 · EIN 27-3188744 | Advisory (Participants) | $173,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,373 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,097 |
JONES SIMKINS LLC1 year Service code 10 · EIN 46-1592906 | Accounting | $35,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,744 | $128,899-26.5% | $113,168-16.3% | $102,872-7.9% |
| Participation rate | 78.2% | 87.0%-8.8pp | 76.6%+1.7pp | 73.0%+5.2pp |
| Annual return | 16.52% | 15.88%+0.6pp | 24.27%-7.8pp | 19.06%-2.5pp |
| Employer contribution / active EE | $2,777 | $3,713-25.2% | $2,975-6.6% | $3,526-21.2% |
| Participant deferral / active EE | $5,781 | $6,787-14.8% | $5,107+13.2% | $5,535+4.5% |
| Admin fee / account holder | $175 | $129+34.9% | $12,068-98.6% | $292-40.3% |