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 | $131,639-28.0% | $112,040-15.4% | $103,975-8.9% |
| Participation rate | 78.2% | 88.3%-10.1pp | 76.5%+1.7pp | 72.5%+5.7pp |
| Annual return | 16.52% | 14.57%+1.9pp | 24.52%-8.0pp | 19.41%-2.9pp |
| Employer contribution / active EE | $2,777 | $3,865-28.1% | $2,954-6.0% | $3,722-25.4% |
| Participant deferral / active EE | $5,781 | $6,986-17.2% | $5,098+13.4% | $5,343+8.2% |
| Admin fee / account holder | $175 | $134+30.0% | $12,098-98.6% | $332-47.5% |