Filed March 25, 2026 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,216 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $68,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,143 |
Annual investment return 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 | $172,617 | $130,141+32.6% | $86,677+99.2% | $77,904+121.6% |
| Participation rate | 97.5% | 85.9%+11.6pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -23.43% | -12.75%-10.7pp | 35.91%-59.3pp | 12.21%-35.6pp |
| Employer contribution / active EE | $5,244 | $3,220+62.9% | $2,836+84.9% | $2,848+84.2% |
| Participant deferral / active EE | $12,453 | $5,757+116.3% | $4,656+167.5% | $4,806+159.1% |
| Admin fee / account holder | $63 | $132-52.1% | $7,493-99.2% | $133-52.4% |