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 | $49,524 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,797 |
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 | $44,242 | $89,274-50.4% | $149,718-70.4% | $77,958-43.2% |
| Participation rate | 96.8% | 87.6%+9.2pp | 87.1%+9.8pp | 71.6%+25.2pp |
| Annual return | 26.83% | 20.36%+6.5pp | 1501.63%-1474.8pp | 20.87%+6.0pp |
| Employer contribution / active EE | $2,496 | $3,727-33.0% | $5,445-54.2% | $2,310+8.0% |
| Participant deferral / active EE | $4,928 | $5,382-8.4% | $6,569-25.0% | $3,537+39.4% |
| Admin fee / account holder | $31 | $240-87.3% | $11,283-99.7% | $97-68.7% |