Filed August 13, 2026 (most recent of 6 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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $14,500 |
MY GROUP LLC1 year Filed as: THE MP GROUP Service code 99 · EIN 22-2000222 | Other Fees | $12,950 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 99 · EIN 04-2530413 | Other Fees | $10,061 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $147,739 | $87,173+69.5% | $59,878+146.7% | $75,289+96.2% |
| Participation rate | 68.4% | 74.5%-6.1pp | 74.7%-6.3pp | 72.4%-4.1pp |
| Annual return | -3.36% | -2.14%-1.2pp | 3.46%-6.8pp | -0.04%-3.3pp |
| Employer contribution / active EE | $4,650 | $3,473+33.9% | $2,722+70.9% | $2,405+93.4% |
| Participant deferral / active EE | $3,388 | $3,379+0.3% | $3,402-0.4% | $3,739-9.4% |
| Admin fee / account holder | $47 | $75-37.0% | $3,590-98.7% | $102-53.9% |