Filed June 24, 2026 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,256 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,025 | $88,890+64.3% | $102,423+42.6% | $77,643+88.1% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 15.61% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,849 | $2,698+42.7% | $3,023+27.3% | $2,726+41.2% |
| Participant deferral / active EE | $5,762 | $5,145+12.0% | $5,053+14.0% | $4,647+24.0% |
| Admin fee / account holder | $125 | $235-47.1% | $9,451-98.7% | $430-71.1% |