Filed April 13, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,862 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $67,787 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $32,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,524 | $48,464-65.9% | $90,951-81.8% | $106,222-84.4% |
| Participation rate | 24.7% | 53.1%-28.4pp | 69.0%-44.3pp | 70.8%-46.1pp |
| Annual return | 20.46% | 16.72%+3.7pp | 134.60%-114.1pp | 21.69%-1.2pp |
| Employer contribution / active EE | $223 | $939-76.3% | $2,122-89.5% | $2,723-91.8% |
| Participant deferral / active EE | $715 | $1,510-52.6% | $3,373-78.8% | $4,600-84.5% |
| Admin fee / account holder | $25 | $58-56.0% | $5,959-99.6% | $78-67.5% |