Filed June 2, 2026 (most recent of 3 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 |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,458 |
SULLIVAN, SHEARIN & COMPANY2 years Service code 10 · EIN 56-1350306 | Accounting | $15,500 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,717 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,125 |
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 | $134,896 | $52,293+158.0% | $178,490-24.4% | $73,409+83.8% |
| Participation rate | 98.4% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.2pp |
| Annual return | 17.12% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.2pp |
| Employer contribution / active EE | $7,449 | $1,735+329.3% | $5,011+48.7% | $2,234+233.5% |
| Participant deferral / active EE | $4,778 | $2,332+104.9% | $5,202-8.1% | $3,805+25.6% |
| Admin fee / account holder | $73 | $127-42.6% | $13,984-99.5% | $158-53.7% |