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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,324 | $104,697+22.6% | $96,544+32.9% | $80,160+60.1% |
| Participation rate | 97.5% | 86.4%+11.1pp | 76.0%+21.5pp | 72.9%+24.6pp |
| Annual return | 18.08% | 21.78%-3.7pp | 25.84%-7.8pp | 40.38%-22.3pp |
| Employer contribution / active EE | $6,400 | $3,536+81.0% | $2,965+115.9% | $2,978+114.9% |
| Participant deferral / active EE | $6,515 | $6,188+5.3% | $4,851+34.3% | $5,017+29.9% |
| Admin fee / account holder | $73 | $107-31.3% | $8,252-99.1% | $145-49.4% |