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 | $48,750 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,684 |
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 | $57,386 | $95,776-40.1% | $162,163-64.6% | $77,787-26.2% |
| Participation rate | 96.1% | 88.6%+7.5pp | 87.6%+8.6pp | 73.2%+22.9pp |
| Annual return | 26.29% | 37.03%-10.7pp | 115.59%-89.3pp | 32.57%-6.3pp |
| Employer contribution / active EE | $3,434 | $3,874-11.3% | $5,614-38.8% | $2,504+37.1% |
| Participant deferral / active EE | $6,065 | $6,125-1.0% | $7,298-16.9% | $3,967+52.9% |
| Admin fee / account holder | $30 | $88-66.0% | $10,843-99.7% | $100-70.2% |