Filed February 6, 2026 (most recent of 3 filings on file)
Total covered: 8 employees
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,986 |
JGD & ASSOCIATES LLP1 year Filed as: JGD AND ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $9,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,077 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,100 | $82,664+64.6% | $125,339+8.6% | $68,494+98.7% |
| Participation rate | 90.8% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -41.93% | -5.97%-36.0pp | 572.05%-614.0pp | -7.84%-34.1pp |
| Employer contribution / active EE | $10,269 | $3,381+203.7% | $4,814+113.3% | $2,596+295.5% |
| Participant deferral / active EE | $32,077 | $6,110+424.9% | $7,446+330.8% | $4,027+696.5% |
| Admin fee / account holder | -$23 | $6,275-100.4% | $10,010-100.2% | $5,403-100.4% |