Filed June 17, 2026 (most recent of 3 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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,189 | $204,517-76.9% | $69,455-32.1% | $77,787-39.3% |
| Participation rate | 57.1% | 74.6%-17.5pp | 74.6%-17.5pp | 73.2%-16.1pp |
| Annual return | 21.32% | 22.10%-0.8pp | 28.97%-7.6pp | 32.57%-11.3pp |
| Employer contribution / active EE | $644 | $3,548-81.8% | $2,779-76.8% | $2,504-74.3% |
| Participant deferral / active EE | $1,450 | $3,478-58.3% | $3,535-59.0% | $3,967-63.5% |
| Admin fee / account holder | $0 | $101-100.0% | $3,839-100.0% | $100-100.0% |