Filed May 19, 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,148 | $104,475+58.1% | $159,436+3.6% | $79,386+108.0% |
| Participation rate | 92.3% | 76.6%+15.7pp | 82.8%+9.5pp | 70.7%+21.6pp |
| Annual return | 17.99% | 67.95%-50.0pp | 263.57%-245.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $3,493 | $3,417+2.2% | $4,829-27.7% | $2,427+43.9% |
| Participant deferral / active EE | $14,315 | $6,467+121.3% | $7,352+94.7% | $4,046+253.8% |
| Admin fee / account holder | -$12 | $711-101.6% | $10,799-100.1% | $626-101.9% |