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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $164,794 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $164,461 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $47,568 |
Form 5500 reported that benefits due were not provided when due.
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 | $234,276 | $110,299+112.4% | $102,423+128.7% | $199,593+17.4% |
| Participation rate | 97.9% | 86.3%+11.6pp | 76.5%+21.4pp | 72.0%+25.9pp |
| Annual return | 12.94% | 35.73%-22.8pp | 29.32%-16.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $5,694 | $3,603+58.0% | $3,023+88.3% | $3,034+87.7% |
| Participant deferral / active EE | $14,105 | $6,376+121.2% | $5,053+179.2% | $5,087+177.3% |
| Admin fee / account holder | $103 | $122-15.6% | $9,451-98.9% | $269-61.6% |