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 | $20,000 |
MP P.C.1 year Service code 99 · EIN 77-7000777 | Other Fees | $8,600 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 99 · EIN 04-2530412 | Other Fees | $7,556 |
Filed as: GLOBAL RETIREE PARTNERS, LLC Service code 99 · EIN 55-5000555 | Other Fees | $5,000 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,188 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,265 | $98,780+62.2% | $60,874+163.3% | $77,904+105.7% |
| Participation rate | 70.9% | 76.7%-5.8pp | 73.1%-2.2pp | 73.7%-2.8pp |
| Annual return | -13.50% | -11.56%-1.9pp | 16.90%-30.4pp | 12.21%-25.7pp |
| Employer contribution / active EE | $5,300 | $3,605+47.0% | $2,701+96.2% | $2,848+86.1% |
| Participant deferral / active EE | $4,264 | $4,200+1.5% | $3,817+11.7% | $4,806-11.3% |
| Admin fee / account holder | $44 | $89-50.5% | $3,224-98.6% | $133-66.9% |