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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,866 |
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 | $199,076 | $185,342+7.4% | $111,297+78.9% | $86,799+129.4% |
| Participation rate | 76.3% | 81.0%-4.6pp | 77.3%-1.0pp | 72.3%+4.0pp |
| Annual return | 17.47% | 500.80%-483.3pp | 54.65%-37.2pp | 97.91%-80.4pp |
| Employer contribution / active EE | $1,154 | $2,246-48.6% | $2,731-57.7% | $2,405-52.0% |
| Participant deferral / active EE | $6,278 | $4,458+40.8% | $4,487+39.9% | $4,131+52.0% |
| Admin fee / account holder | -$23 | $255-109.2% | $7,964-100.3% | $170-113.8% |