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) | $106,431 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $6,326 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,131 | $167,668-79.0% | $100,383-65.0% | $106,408-67.0% |
| Participation rate | 89.0% | 87.6%+1.5pp | 81.5%+7.5pp | 69.9%+19.2pp |
| Annual return | 14.28% | 18.33%-4.0pp | 49.26%-35.0pp | 17.37%-3.1pp |
| Employer contribution / active EE | $5,947 | $4,908+21.2% | $3,944+50.8% | $3,361+76.9% |
| Participant deferral / active EE | $0 | $11,427-100.0% | $8,086-100.0% | $5,567-100.0% |
| Admin fee / account holder | $3 | $94-97.0% | $7,900-100.0% | $79-96.5% |