Filed June 2, 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 60 · EIN 04-2647786 | Sub-TA Fees | $31,384 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,016 | $53,136-30.3% | $155,509-76.2% | $199,593-81.5% |
| Participation rate | 23.6% | 64.1%-40.5pp | 78.2%-54.6pp | 72.0%-48.4pp |
| Annual return | 16.62% | 41.15%-24.5pp | 64.67%-48.0pp | 34.25%-17.6pp |
| Employer contribution / active EE | $376 | $1,851-79.7% | $4,672-92.0% | $3,034-87.6% |
| Participant deferral / active EE | $1,257 | $3,161-60.2% | $5,626-77.7% | $5,087-75.3% |
| Admin fee / account holder | $28 | $185-84.7% | $15,912-99.8% | $269-89.4% |