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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,104 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,480 |
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 | $103,054 | $160,882-35.9% | $200,582-48.6% | $102,872+0.2% |
| Participation rate | 95.8% | 91.2%+4.6pp | 86.9%+8.9pp | 73.0%+22.8pp |
| Annual return | 18.07% | 18.15%-0.1pp | 42.33%-24.3pp | 19.06%-1.0pp |
| Employer contribution / active EE | $7,067 | $5,602+26.1% | $6,419+10.1% | $3,526+100.4% |
| Participant deferral / active EE | $5,306 | $9,300-43.0% | $9,331-43.1% | $5,535-4.1% |
| Admin fee / account holder | $65 | $125-48.1% | $16,305-99.6% | $292-77.8% |