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) | $19,421 |
MORNINGSTAR4 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,172 | $47,126-38.1% | $149,673-80.5% | $74,419-60.8% |
| Participation rate | 79.6% | 63.4%+16.2pp | 78.8%+0.8pp | 70.7%+8.9pp |
| Annual return | 19.87% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $987 | $1,905-48.2% | $4,818-79.5% | $2,637-62.6% |
| Participant deferral / active EE | $3,491 | $2,728+28.0% | $5,680-38.5% | $4,528-22.9% |
| Admin fee / account holder | $18 | $343-94.8% | $13,210-99.9% | $348-94.9% |