Filed September 15, 2025 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $43,506 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,047 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,345 | $136,307+34.5% | $177,821+3.1% | $73,488+149.5% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.7%+11.3pp | 70.7%+28.3pp |
| Annual return | 14.27% | 18.68%-4.4pp | 48.32%-34.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $7,289 | $3,712+96.4% | $5,918+23.2% | $2,270+221.1% |
| Participant deferral / active EE | $7,458 | $5,829+27.9% | $7,714-3.3% | $3,740+99.4% |
| Admin fee / account holder | $210 | $596-64.8% | $12,427-98.3% | $513-59.1% |