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 |
|---|---|---|
MP P.C.2 years Service code 99 · EIN 77-7000777 | Other Fees | $22,900 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 99 · EIN 04-2530412 | Other Fees | $17,771 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $15,000 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,867 | $105,179+66.3% | $64,056+173.0% | $80,160+118.1% |
| Participation rate | 74.8% | 73.5%+1.2pp | 72.3%+2.5pp | 72.9%+1.8pp |
| Annual return | 15.76% | 20.34%-4.6pp | 33.69%-17.9pp | 40.38%-24.6pp |
| Employer contribution / active EE | $5,796 | $3,311+75.1% | $2,747+111.0% | $2,978+94.6% |
| Participant deferral / active EE | $4,479 | $4,020+11.4% | $3,880+15.4% | $5,017-10.7% |
| Admin fee / account holder | $55 | $113-51.7% | $3,068-98.2% | $145-62.2% |