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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,206 |
MERCER2 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $94,483 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $31,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,648 | $47,540-58.7% | $79,550-75.3% | $89,394-78.0% |
| Participation rate | 28.4% | 54.9%-26.5pp | 69.5%-41.1pp | 71.3%-42.9pp |
| Annual return | -16.32% | -8.05%-8.3pp | 0.16%-16.5pp | -11.89%-4.4pp |
| Employer contribution / active EE | $300 | $1,122-73.3% | $2,413-87.6% | $3,022-90.1% |
| Participant deferral / active EE | $1,070 | $1,961-45.4% | $3,985-73.1% | $5,123-79.1% |
| Admin fee / account holder | $28 | $59-52.3% | $6,832-99.6% | $79-64.8% |