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 CAPITAL9+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $34,376 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $26,935 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $12,222 |
WOLF & COMPANY, P.C.1 year Service code 10 · EIN 04-2689883 | Accounting | $8,500 |
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 | $106,235 | $129,021-17.7% | $184,203-42.3% | $77,643+36.8% |
| Participation rate | 97.8% | 87.3%+10.5pp | 86.8%+11.0pp | 70.6%+27.2pp |
| Annual return | 15.90% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,263 | $4,413-26.1% | $6,427-49.2% | $2,726+19.7% |
| Participant deferral / active EE | $7,124 | $7,297-2.4% | $9,131-22.0% | $4,647+53.3% |
| Admin fee / account holder | $194 | $254-23.4% | $13,901-98.6% | $430-54.8% |