Filed August 27, 2026 (most recent of 4 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 |
|---|---|---|
Service code 28 101 SOUTH HANLEY ROAD · ST. LOUIS, MO 631053487 | Investment Management | $352,283 |
Filed as: FIDELITY INVESTMENTS Service code 28 245 SUMMER STREET · BOSTON, MA 02210 | Investment Management | $218,725 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 28 · EIN 06-0058143 | Investment Management | $107,261 |
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $98,575 |
CROWE LLP8 years Service code 16 225 WEST WACKER DRIVE · CHICAGO, IL 606061224 | Consulting | $44,876 |
Filed as: PRINCIPAL Service code 25 711 HIGH STREET · DES MOINES, IA 503920150 | Directed Trustee | $30,000 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 2.13% | 8.05%-5.9pp | 6.78%-4.6pp | 9.30%-7.2pp |
| Employer contribution / active EE | $435 | $10,660-95.9% | $25,154-98.3% | $12,557-96.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |