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 PRIVATE CLIENT LLC3 years Service code 27 · EIN 82-1642535 | Advisory (Plan) | $96,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,274 |
WRINKLE,GARDNER & COMPANY, P.C.6+ years Service code 10 · EIN 76-0361151 | Accounting | $19,500 |
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 | $68,054 | $51,447+32.3% | $104,607-34.9% | $73,409-7.3% |
| Participation rate | 84.9% | 68.2%+16.7pp | 74.1%+10.8pp | 72.2%+12.7pp |
| Annual return | 16.73% | 25.06%-8.3pp | 340.46%-323.7pp | 59.29%-42.6pp |
| Employer contribution / active EE | $592 | $1,441-58.9% | $2,681-77.9% | $2,234-73.5% |
| Participant deferral / active EE | $4,218 | $3,058+37.9% | $3,740+12.8% | $3,805+10.8% |
| Admin fee / account holder | $195 | $122+60.2% | $6,473-97.0% | $158+23.8% |