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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $123,702 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,982 | $105,247+4.5% | $87,100+26.3% | $77,787+41.4% |
| Participation rate | 98.2% | 85.8%+12.4pp | 76.9%+21.3pp | 73.2%+25.0pp |
| Annual return | 24.04% | 24.52%-0.5pp | 28.19%-4.2pp | 32.57%-8.5pp |
| Employer contribution / active EE | $5,365 | $2,895+85.3% | $2,521+112.8% | $2,504+114.2% |
| Participant deferral / active EE | $5,206 | $5,060+2.9% | $4,049+28.6% | $3,967+31.2% |
| Admin fee / account holder | $115 | $104+10.1% | $7,497-98.5% | $100+15.0% |