Filed January 19, 2026 (most recent of 5 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,631 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,019 | $111,491-33.6% | $189,513-60.9% | $86,799-14.7% |
| Participation rate | 92.3% | 87.3%+5.0pp | 87.8%+4.5pp | 72.3%+20.0pp |
| Annual return | 17.01% | 83.50%-66.5pp | 555.15%-538.1pp | 97.91%-80.9pp |
| Employer contribution / active EE | $4,130 | $3,951+4.5% | $6,162-33.0% | $2,405+71.7% |
| Participant deferral / active EE | $3,834 | $6,437-40.4% | $8,221-53.4% | $4,131-7.2% |
| Admin fee / account holder | $43 | $189-77.1% | $12,045-99.6% | $170-74.5% |