Filed September 25, 2026 (most recent of 2 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 |
|---|---|---|
DIETZ & LYNCH CAPITAL8+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $31,223 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $22,545 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $11,628 |
Filed as: FIDELITY INV INST OPER CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,239 | $100,227-7.0% | $169,993-45.2% | $74,419+25.3% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.0%+12.4pp | 70.7%+28.6pp |
| Annual return | 17.81% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,738 | $4,263-12.3% | $6,785-44.9% | $2,637+41.7% |
| Participant deferral / active EE | $7,682 | $7,143+7.5% | $10,408-26.2% | $4,528+69.6% |
| Admin fee / account holder | $149 | $234-36.6% | $12,815-98.8% | $348-57.3% |