Filed September 3, 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.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $53,598 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $13,188 |
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 | $26,929 | $141,418-81.0% | $94,646-71.5% | $96,393-72.1% |
| Participation rate | 90.3% | 86.8%+3.5pp | 80.8%+9.5pp | 71.3%+19.0pp |
| Annual return | 19.14% | 21.96%-2.8pp | 156.71%-137.6pp | 22.88%-3.7pp |
| Employer contribution / active EE | $5,378 | $4,361+23.3% | $3,672+46.5% | $3,238+66.1% |
| Participant deferral / active EE | $0 | $10,695-100.0% | $7,418-100.0% | $5,455-100.0% |
| Admin fee / account holder | $2 | $82-98.0% | $7,231-100.0% | $74-97.8% |