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 | $77,580 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,895 |
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 | $66,538 | $110,699-39.9% | $177,821-62.6% | $90,288-26.3% |
| Participation rate | 94.1% | 88.3%+5.7pp | 87.7%+6.3pp | 73.4%+20.7pp |
| Annual return | 15.10% | 22.79%-7.7pp | 48.32%-33.2pp | 53.97%-38.9pp |
| Employer contribution / active EE | $3,366 | $4,118-18.3% | $5,918-43.1% | $2,524+33.4% |
| Participant deferral / active EE | $6,225 | $6,731-7.5% | $7,714-19.3% | $4,232+47.1% |
| Admin fee / account holder | $42 | $90-53.4% | $12,427-99.7% | $114-63.2% |