Filed January 9, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $181,544 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,667 |
KATZ, SAPPER & MILLER1 year Service code 16 · EIN 35-2123203 | Consulting | $7,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,029 | $122,186-26.3% | $146,958-38.7% | $199,593-54.9% |
| Participation rate | 82.9% | 78.3%+4.6pp | 82.2%+0.7pp | 72.0%+10.9pp |
| Annual return | 35.86% | 30.56%+5.3pp | 418.34%-382.5pp | 34.25%+1.6pp |
| Employer contribution / active EE | $3,501 | $4,093-14.5% | $4,933-29.0% | $3,034+15.4% |
| Participant deferral / active EE | $12,123 | $8,502+42.6% | $8,070+50.2% | $5,087+138.3% |
| Admin fee / account holder | $81 | $179-54.7% | $12,998-99.4% | $269-69.9% |