Filed January 19, 2026
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $129,471 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,131 | $160,882-30.3% | $200,582-44.1% | $102,872+9.0% |
| Participation rate | 96.8% | 91.2%+5.6pp | 86.9%+9.9pp | 73.0%+23.8pp |
| Annual return | 18.26% | 18.15%+0.1pp | 42.33%-24.1pp | 19.06%-0.8pp |
| Employer contribution / active EE | $4,854 | $5,602-13.3% | $6,419-24.4% | $3,526+37.7% |
| Participant deferral / active EE | $9,629 | $9,300+3.5% | $9,331+3.2% | $5,535+74.0% |
| Admin fee / account holder | $74 | $125-40.4% | $16,305-99.5% | $292-74.5% |