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 | $168,712 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,438 |
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 | $139,236 | $176,491-21.1% | $95,952+45.1% | $90,288+54.2% |
| Participation rate | 97.9% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.5pp |
| Annual return | 21.65% | 20.14%+1.5pp | 91.61%-70.0pp | 53.97%-32.3pp |
| Employer contribution / active EE | $6,090 | $2,789+118.4% | $2,541+139.7% | $2,524+141.3% |
| Participant deferral / active EE | $5,810 | $5,340+8.8% | $4,167+39.4% | $4,232+37.3% |
| Admin fee / account holder | $151 | $154-1.8% | $6,795-97.8% | $114+32.6% |