Filed April 15, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,049 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,806 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,252 | $58,655+192.0% | $91,989+86.2% | $65,185+162.7% |
| Participation rate | 98.5% | 75.3%+23.3pp | 78.6%+19.9pp | 70.2%+28.3pp |
| Annual return | 20.71% | 33.92%-13.2pp | 69.02%-48.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $4,840 | $2,080+132.7% | $3,452+40.2% | $2,177+122.4% |
| Participant deferral / active EE | $8,223 | $5,474+50.2% | $5,923+38.8% | $3,514+134.0% |
| Admin fee / account holder | $210 | $434-51.7% | $7,743-97.3% | $847-75.2% |