Filed February 12, 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.3 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $862,205 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $242,102 |
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 | $175,473 | $167,668+4.7% | $100,383+74.8% | $106,408+64.9% |
| Participation rate | 94.5% | 87.6%+6.9pp | 81.5%+13.0pp | 69.9%+24.6pp |
| Annual return | 16.61% | 18.33%-1.7pp | 49.26%-32.7pp | 17.37%-0.8pp |
| Employer contribution / active EE | $2,159 | $4,908-56.0% | $3,944-45.3% | $3,361-35.8% |
| Participant deferral / active EE | $10,808 | $11,427-5.4% | $8,086+33.7% | $5,567+94.2% |
| Admin fee / account holder | $15 | $94-83.8% | $7,900-99.8% | $79-80.8% |