Filed March 6, 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 | $275,015 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $45,189 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $23,404 | $117,739-80.1% | $82,389-71.6% | $117,739-80.1% |
| Participation rate | 70.6% | 76.6%-6.0pp | 69.5%+1.0pp | 76.6%-6.0pp |
| Annual return | 17.56% | 17.29%+0.3pp | 28.67%-11.1pp | 17.29%+0.3pp |
| Employer contribution / active EE | $1,018 | $3,746-72.8% | $2,517-59.6% | $3,746-72.8% |
| Participant deferral / active EE | $2,760 | $6,128-55.0% | $4,155-33.6% | $6,128-55.0% |
| Admin fee / account holder | $64 | $112-43.2% | $7,231-99.1% | $112-43.2% |