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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,858 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,507 |
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 | $88,933 | $202,156-56.0% | $184,203-51.7% | - |
| Participation rate | 95.3% | 85.7%+9.6pp | 86.8%+8.5pp | - |
| Annual return | 20.07% | 6.91%+13.2pp | 28.81%-8.7pp | - |
| Employer contribution / active EE | $7,056 | $4,387+60.8% | $6,427+9.8% | - |
| Participant deferral / active EE | $4,667 | $6,520-28.4% | $9,131-48.9% | - |
| Admin fee / account holder | $44 | $12,473-99.7% | $13,901-99.7% | - |