Filed August 30, 2026
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,856 |
Service code 16 · EIN 04-2647786 | Consulting | $9,743 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,270 | $78,852+22.1% | $76,768+25.4% | $75,289+27.9% |
| Participation rate | 95.3% | 85.0%+10.3pp | 77.0%+18.3pp | 72.4%+22.8pp |
| Annual return | -5.19% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.2pp |
| Employer contribution / active EE | $5,408 | $2,794+93.5% | $2,485+117.6% | $2,405+124.9% |
| Participant deferral / active EE | $5,055 | $4,800+5.3% | $3,852+31.2% | $3,739+35.2% |
| Admin fee / account holder | $51 | $79-34.9% | $6,675-99.2% | $102-49.8% |