Filed April 24, 2026 (most recent of 6 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,748,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,046,206 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT Service code 51 · EIN 41-1813702 | Investment Mgmt Fees | $532,462 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL LIFE INSURANCE CO Service code 67 · EIN 22-1211670 | Other insurance wrap fees | $201,306 |
AMERICAN GENERAL LIFE INSURANCE CO11+ years Service code 67 · EIN 25-0598210 | Other insurance wrap fees | $194,157 |
Filed as: VOYA RETIREMENT INSURANCE Service code 67 · EIN 41-0991508 | Other insurance wrap fees | $186,329 |
Filed as: METROPOLITAN TOWER LIFE INS CO Service code 67 · EIN 13-3114906 | Other insurance wrap fees | $179,942 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $43,355 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 25 · EIN 41-6271370 | Directed Trustee | $33,967 |
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | -$572,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,819 | $171,977-10.0% | $200,582-22.8% | $140,769+10.0% |
| Participation rate | 97.2% | 93.2%+3.9pp | 86.9%+10.3pp | 74.2%+23.0pp |
| Annual return | 17.50% | 19.20%-1.7pp | 42.33%-24.8pp | 16.82%+0.7pp |
| Employer contribution / active EE | $3,803 | $6,031-37.0% | $6,419-40.8% | $3,906-2.6% |
| Participant deferral / active EE | $8,955 | $9,366-4.4% | $9,331-4.0% | $6,717+33.3% |
| Admin fee / account holder | $55 | $68-19.4% | $16,305-99.7% | $229-76.1% |