Filed March 13, 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 | $90,760 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,863 |
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 | $150,101 | $122,186+22.8% | $146,958+2.1% | $199,593-24.8% |
| Participation rate | 93.8% | 78.3%+15.5pp | 82.2%+11.6pp | 72.0%+21.8pp |
| Annual return | 22.91% | 30.56%-7.7pp | 418.34%-395.4pp | 34.25%-11.3pp |
| Employer contribution / active EE | $8,359 | $4,093+104.2% | $4,933+69.4% | $3,034+175.5% |
| Participant deferral / active EE | $15,383 | $8,502+80.9% | $8,070+90.6% | $5,087+202.4% |
| Admin fee / account holder | $68 | $179-62.2% | $12,998-99.5% | $269-74.9% |