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 | $183,478 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,062 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,627 | $130,141-15.8% | $86,677+26.5% | $77,904+40.7% |
| Participation rate | 96.7% | 85.9%+10.8pp | 76.6%+20.1pp | 73.7%+23.0pp |
| Annual return | -18.94% | -12.75%-6.2pp | 35.91%-54.9pp | 12.21%-31.1pp |
| Employer contribution / active EE | $5,602 | $3,220+74.0% | $2,836+97.5% | $2,848+96.7% |
| Participant deferral / active EE | $6,242 | $5,757+8.4% | $4,656+34.1% | $4,806+29.9% |
| Admin fee / account holder | $151 | $132+15.0% | $7,493-98.0% | $133+14.3% |