Filed January 18, 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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,410 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,999 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,298 | $52,293-40.1% | $178,490-82.5% | $73,409-57.4% |
| Participation rate | 95.3% | 65.3%+30.0pp | 81.9%+13.4pp | 72.2%+23.1pp |
| Annual return | 20.02% | 34.75%-14.7pp | 151.07%-131.1pp | 59.29%-39.3pp |
| Employer contribution / active EE | $2,324 | $1,735+33.9% | $5,011-53.6% | $2,234+4.0% |
| Participant deferral / active EE | $4,111 | $2,332+76.3% | $5,202-21.0% | $3,805+8.0% |
| Admin fee / account holder | $18 | $127-85.6% | $13,984-99.9% | $158-88.4% |