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 |
|---|---|---|
MY GROUP LLC2 years Filed as: THE MP GROUP Service code 99 · EIN 22-2000222 | Other Fees | $46,848 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 99 · EIN 04-2530413 | Other Fees | $11,529 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $10,875 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,137 |
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 | $168,928 | $204,517-17.4% | $69,455+143.2% | $77,787+117.2% |
| Participation rate | 69.4% | 74.6%-5.2pp | 74.6%-5.2pp | 73.2%-3.8pp |
| Annual return | 17.60% | 22.10%-4.5pp | 28.97%-11.4pp | 32.57%-15.0pp |
| Employer contribution / active EE | $4,981 | $3,548+40.4% | $2,779+79.2% | $2,504+98.9% |
| Participant deferral / active EE | $3,756 | $3,478+8.0% | $3,535+6.2% | $3,967-5.3% |
| Admin fee / account holder | $78 | $101-22.4% | $3,839-98.0% | $100-22.1% |