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 | $58,607 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,774 | $82,546-48.2% | $140,016-69.5% | $75,289-43.2% |
| Participation rate | 96.5% | 88.4%+8.2pp | 87.5%+9.0pp | 72.4%+24.1pp |
| Annual return | -0.34% | -0.36%0pp | 651.12%-651.5pp | -0.04%-0.3pp |
| Employer contribution / active EE | $2,528 | $3,856-34.4% | $5,606-54.9% | $2,405+5.1% |
| Participant deferral / active EE | $5,311 | $5,731-7.3% | $6,927-23.3% | $3,739+42.0% |
| Admin fee / account holder | $36 | $86-57.5% | $10,705-99.7% | $102-64.3% |