Filed August 30, 2026
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,806 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,786 | $110,299-7.7% | $102,423-0.6% | $199,593-49.0% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.7pp |
| Annual return | 26.85% | 35.73%-8.9pp | 29.32%-2.5pp | 34.25%-7.4pp |
| Employer contribution / active EE | $4,705 | $3,603+30.6% | $3,023+55.6% | $3,034+55.1% |
| Participant deferral / active EE | $4,772 | $6,376-25.2% | $5,053-5.6% | $5,087-6.2% |
| Admin fee / account holder | $74 | $122-39.1% | $9,451-99.2% | $269-72.3% |