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 |
|---|---|---|
Filed as: SALIENT CAPITAL ADVISORS, LLC. Service code 27 · EIN 27-2587653 | Advisory (Plan) | $76,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | $71,219 |
WRINKLE,GARDNER & COMPANY, P.C.3+ years Service code 16 · EIN 76-0361151 | Consulting | $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 | $68,654 | $43,411+58.1% | $94,993-27.7% | $69,631-1.4% |
| Participation rate | 80.5% | 64.4%+16.1pp | 73.9%+6.6pp | 70.7%+9.8pp |
| Annual return | 17.02% | 22.54%-5.5pp | 27.12%-10.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,214 | $1,202+1.0% | $2,603-53.4% | $2,032-40.3% |
| Participant deferral / active EE | $3,406 | $2,384+42.8% | $3,317+2.7% | $3,224+5.7% |
| Admin fee / account holder | $229 | $87+162.8% | $4,960-95.4% | $110+107.7% |