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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $182,665 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,907 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,750 |
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 | $220,486 | $104,697+110.6% | $96,544+128.4% | $80,160+175.1% |
| Participation rate | 97.8% | 86.4%+11.5pp | 76.0%+21.9pp | 72.9%+24.9pp |
| Annual return | 22.91% | 21.78%+1.1pp | 25.84%-2.9pp | 40.38%-17.5pp |
| Employer contribution / active EE | $5,830 | $3,536+64.9% | $2,965+96.6% | $2,978+95.8% |
| Participant deferral / active EE | $14,362 | $6,188+132.1% | $4,851+196.1% | $5,017+186.3% |
| Admin fee / account holder | $101 | $107-5.7% | $8,252-98.8% | $145-30.5% |