Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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 | $220,980 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,052 | $67,679-63.0% | $155,509-83.9% | $99,062-74.7% |
| Participation rate | 51.4% | 67.2%-15.8pp | 78.2%-26.8pp | 71.6%-20.2pp |
| Annual return | 13.03% | 16.16%-3.1pp | 64.67%-51.6pp | 17.66%-4.6pp |
| Employer contribution / active EE | $1,151 | $2,268-49.2% | $4,672-75.4% | $3,262-64.7% |
| Participant deferral / active EE | $3 | $3,828-99.9% | $5,626-100.0% | $5,331-99.9% |
| Admin fee / account holder | $42 | $94-55.6% | $15,912-99.7% | $109-61.8% |