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 |
|---|---|---|
Service code 27 · EIN 82-1642535 | Advisory (Plan) | $89,797 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,055 |
WRINKLE,GARDNER & COMPANY, P.C.4+ 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 | $55,917 | $37,591+48.8% | $90,645-38.3% | $55,725+0.3% |
| Participation rate | 84.4% | 66.4%+18.0pp | 74.0%+10.4pp | 70.9%+13.6pp |
| Annual return | -5.42% | -3.20%-2.2pp | 1.88%-7.3pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,319 | $1,302+1.3% | $2,532-47.9% | $2,078-36.5% |
| Participant deferral / active EE | $3,699 | $2,643+40.0% | $3,425+8.0% | $3,356+10.2% |
| Admin fee / account holder | $204 | $100+103.8% | $4,994-95.9% | $115+76.9% |