Filed November 11, 2025
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) | $7,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,181 |
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 | $51,950 | $47,126+10.2% | $149,673-65.3% | $74,419-30.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.63% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,379 | $1,905+24.9% | $4,818-50.6% | $2,637-9.8% |
| Participant deferral / active EE | $2,972 | $2,728+9.0% | $5,680-47.7% | $4,528-34.4% |
| Admin fee / account holder | $33 | $343-90.2% | $13,210-99.7% | $348-90.4% |