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) | $14,361 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,294 | $56,485-39.3% | $185,823-81.5% | $86,799-60.5% |
| Participation rate | 70.0% | 65.5%+4.5pp | 81.7%-11.7pp | 72.3%-2.3pp |
| Annual return | 15.46% | 118.04%-102.6pp | 122.05%-106.6pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,769 | $1,843-4.0% | $5,167-65.8% | $2,405-26.4% |
| Participant deferral / active EE | $3,078 | $2,553+20.6% | $5,568-44.7% | $4,131-25.5% |
| Admin fee / account holder | $12 | $150-91.9% | $16,237-99.9% | $170-92.8% |