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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,555 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,897 | $100,227-26.3% | $169,993-56.5% | $74,419-0.7% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.0%+7.7pp | 70.7%+24.0pp |
| Annual return | 23.37% | 66.08%-42.7pp | 53.37%-30.0pp | 34.38%-11.0pp |
| Employer contribution / active EE | $6,793 | $4,263+59.4% | $6,785+0.1% | $2,637+157.6% |
| Participant deferral / active EE | $4,029 | $7,143-43.6% | $10,408-61.3% | $4,528-11.0% |
| Admin fee / account holder | $49 | $234-79.0% | $12,815-99.6% | $348-85.9% |