Filed January 2, 2026 (most recent of 3 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 |
|---|---|---|
KP LYNCH CPA PC1 year Filed as: M LYNCH, PIERCE, FENNER, AND SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $361,644 |
CURCIO WEBB6 years Service code 16 · EIN 36-4171366 | Consulting | $101,730 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $48,517 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-2037969 | Consulting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,864 | $152,281+63.4% | $106,213+134.3% | $99,062+151.2% |
| Participation rate | 74.8% | 92.2%-17.4pp | 75.3%-0.5pp | 71.6%+3.2pp |
| Annual return | 12.68% | 15.00%-2.3pp | 116.14%-103.5pp | 17.66%-5.0pp |
| Employer contribution / active EE | $7,875 | $5,348+47.2% | $3,171+148.3% | $3,262+141.4% |
| Participant deferral / active EE | $9,136 | $8,206+11.3% | $5,016+82.1% | $5,331+71.4% |
| Admin fee / account holder | $72 | $77-7.6% | $11,033-99.4% | $109-34.3% |