Filed March 18, 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 7-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,499 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,746 | $106,028-31.4% | $146,958-50.5% | $77,643-6.3% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+9.9pp | 70.6%+21.5pp |
| Annual return | 23.03% | 56.73%-33.7pp | 418.34%-395.3pp | 31.24%-8.2pp |
| Employer contribution / active EE | $6,616 | $4,063+62.8% | $4,933+34.1% | $2,726+142.7% |
| Participant deferral / active EE | $14,619 | $7,990+83.0% | $8,070+81.2% | $4,647+214.6% |
| Admin fee / account holder | $19 | $337-94.5% | $12,998-99.9% | $430-95.7% |