Filed August 11, 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 |
|---|---|---|
SALIENT CAPITAL ADVISORS LLC2+ years Service code 27 · EIN 27-2587653 | Advisory (Plan) | $74,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,535 |
WRINKLE,GARDNER & COMPANY, P.C.2+ years Service code 10 · EIN 76-0361151 | Accounting | $18,500 |
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 | $66,723 | $57,103+16.8% | $87,507-23.8% | $57,658+15.7% |
| Participation rate | 85.0% | 64.3%+20.6pp | 73.8%+11.1pp | 70.2%+14.7pp |
| Annual return | 9.35% | 12.71%-3.4pp | 12.21%-2.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,646 | $1,107+48.7% | $2,550-35.4% | $1,974-16.6% |
| Participant deferral / active EE | $4,235 | $2,250+88.2% | $3,149+34.5% | $3,061+38.4% |
| Admin fee / account holder | $260 | $281-7.3% | $4,221-93.8% | $95+175.3% |