Filed January 18, 2026 (most recent of 2 filings on file)
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 26 · EIN 71-0294708 | Advisory (Participants) | $34,306 |
Filed as: STRATEGIC FINANCIAL SERVICES, INC Service code 99 · EIN 16-1334685 | Other Fees | $18,911 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,630 |
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 | $37,219 | $50,815-26.8% | $155,509-76.1% | $77,643-52.1% |
| Participation rate | 93.1% | 63.1%+30.0pp | 78.2%+14.9pp | 70.6%+22.5pp |
| Annual return | 14.42% | 34.80%-20.4pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,996 | $1,993+50.4% | $4,672-35.9% | $2,726+9.9% |
| Participant deferral / active EE | $4,633 | $2,822+64.2% | $5,626-17.6% | $4,647-0.3% |
| Admin fee / account holder | $38 | $437-91.2% | $15,912-99.8% | $430-91.1% |