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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.9+ years Service code 99 · EIN 04-2530412 | Other Fees | $11,443 |
MP P.C.3 years Service code 99 · EIN 77-7000777 | Other Fees | $11,050 |
PARADISE COPIES LLC1 year Service code 99 · EIN 04-3058359 | Other Fees | $10,272 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $10,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 99-1240115 | Other Fees | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,210 | $113,293+65.2% | $67,502+177.3% | $199,593-6.2% |
| Participation rate | 74.4% | 73.3%+1.1pp | 72.9%+1.5pp | 72.0%+2.4pp |
| Annual return | 12.93% | 15.88%-2.9pp | 3512.12%-3499.2pp | 34.25%-21.3pp |
| Employer contribution / active EE | $6,062 | $3,401+78.3% | $2,731+122.0% | $3,034+99.8% |
| Participant deferral / active EE | $4,522 | $4,159+8.7% | $4,000+13.1% | $5,087-11.1% |
| Admin fee / account holder | $55 | $103-46.7% | $3,998-98.6% | $269-79.7% |