Filed December 19, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,084 |
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 | $168,367 | $176,491-4.6% | $95,952+75.5% | $90,288+86.5% |
| Participation rate | 74.7% | 86.6%-11.9pp | 77.1%-2.4pp | 73.4%+1.3pp |
| Annual return | 27.36% | 20.14%+7.2pp | 91.61%-64.3pp | 53.97%-26.6pp |
| Employer contribution / active EE | $1,001 | $2,789-64.1% | $2,541-60.6% | $2,524-60.4% |
| Participant deferral / active EE | $5,455 | $5,340+2.2% | $4,167+30.9% | $4,232+28.9% |
| Admin fee / account holder | -$16 | $154-110.3% | $6,795-100.2% | $114-113.8% |