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 | $74,794 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,764 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,720 | $95,918-29.4% | $151,611-55.3% | $77,904-13.1% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.5%+8.2pp | 73.7%+22.1pp |
| Annual return | -16.67% | -5.50%-11.2pp | 3.33%-20.0pp | 12.21%-28.9pp |
| Employer contribution / active EE | $3,698 | $4,330-14.6% | $6,166-40.0% | $2,848+29.9% |
| Participant deferral / active EE | $6,985 | $7,508-7.0% | $8,363-16.5% | $4,806+45.4% |
| Admin fee / account holder | $46 | $93-50.6% | $11,616-99.6% | $133-65.2% |