Filed January 20, 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 27 · EIN 26-0058143 | Advisory (Plan) | $115,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,324 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,490 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $20,700 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,831 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,356 | $100,227+132.8% | $169,993+37.3% | $74,419+213.6% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.0%+11.4pp | 70.7%+27.7pp |
| Annual return | 22.58% | 66.08%-43.5pp | 53.37%-30.8pp | 34.38%-11.8pp |
| Employer contribution / active EE | $10,429 | $4,263+144.6% | $6,785+53.7% | $2,637+295.4% |
| Participant deferral / active EE | $12,390 | $7,143+73.5% | $10,408+19.0% | $4,528+173.6% |
| Admin fee / account holder | $341 | $234+45.3% | $12,815-97.3% | $348-2.1% |