Filed August 11, 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 37 · EIN 04-2647786 | Loan Processing | $24,751 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,660 |
SALIENT CAPITAL ADVISORS LLC1+ years Service code 27 · EIN 27-2587653 | Advisory (Plan) | $11,737 |
WRINKLE,GARDNER & COMPANY, P.C.1+ years Service code 10 · EIN 76-0361151 | Accounting | $7,968 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,037 | $34,492+68.3% | $80,004-27.5% | $55,191+5.2% |
| Participation rate | 87.4% | 62.9%+24.5pp | 73.0%+14.4pp | 69.2%+18.3pp |
| Annual return | 0.22% | 3.50%-3.3pp | 7.63%-7.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,661 | $1,043+59.2% | $2,473-32.8% | $1,899-12.5% |
| Participant deferral / active EE | $3,989 | $2,104+89.6% | $3,204+24.5% | $3,046+31.0% |
| Admin fee / account holder | $83 | $69+19.1% | $5,033-98.4% | $91-9.0% |