Filed March 16, 2026
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,933 | $79,171+54.0% | $102,423+19.0% | $74,495+63.7% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.7pp | 67.2%+25.9pp |
| Annual return | 13.04% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,926 | $2,362+193.2% | $3,023+129.1% | $2,623+164.0% |
| Participant deferral / active EE | $6,079 | $4,415+37.7% | $5,053+20.3% | $4,346+39.9% |
| Admin fee / account holder | $69 | $2,001-96.5% | $9,451-99.3% | $1,942-96.4% |