Filed January 19, 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 | $35,466 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,403 |
Form 5500 reported that benefits due were not provided when due.
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 | $36,925 | $80,354-54.0% | $133,980-72.4% | $63,975-42.3% |
| Participation rate | 97.2% | 87.5%+9.6pp | 87.1%+10.1pp | 71.1%+26.0pp |
| Annual return | 10.39% | 13.11%-2.7pp | 29.30%-18.9pp | 48.65%-38.3pp |
| Employer contribution / active EE | $2,180 | $3,503-37.8% | $5,211-58.2% | $2,182-0.1% |
| Participant deferral / active EE | $4,843 | $5,239-7.6% | $6,282-22.9% | $3,356+44.3% |
| Admin fee / account holder | $23 | $69-66.6% | $9,324-99.8% | $70-67.2% |