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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,301 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $193,988 | $104,697+85.3% | $96,544+100.9% | $80,160+142.0% |
| Participation rate | 70.3% | 86.4%-16.1pp | 76.0%-5.7pp | 72.9%-2.7pp |
| Annual return | 26.26% | 21.78%+4.5pp | 25.84%+0.4pp | 40.38%-14.1pp |
| Employer contribution / active EE | $1,221 | $3,536-65.5% | $2,965-58.8% | $2,978-59.0% |
| Participant deferral / active EE | $6,704 | $6,188+8.3% | $4,851+38.2% | $5,017+33.6% |
| Admin fee / account holder | -$5 | $107-104.9% | $8,252-100.1% | $145-103.6% |