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 CAPITAL10+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $35,538 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $22,194 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $11,085 |
WOLF & COMPANY, P.C.2 years Service code 10 · EIN 04-2689883 | Accounting | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years 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 | $113,751 | $131,799-13.7% | $200,582-43.3% | $85,563+32.9% |
| Participation rate | 97.8% | 87.9%+9.9pp | 86.9%+11.0pp | 66.0%+31.9pp |
| Annual return | 16.03% | 21.59%-5.6pp | 42.33%-26.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $3,938 | $4,532-13.1% | $6,419-38.6% | $2,654+48.4% |
| Participant deferral / active EE | $8,666 | $7,702+12.5% | $9,331-7.1% | $4,375+98.1% |
| Admin fee / account holder | $183 | $235-22.0% | $16,305-98.9% | $834-78.0% |