Filed April 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 | $214,781 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,698 |
MERCER4 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $65,085 |
PLANTE & MORAN, PLLC7 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $34,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,858 | $57,150-53.0% | $93,606-71.3% | $106,382-74.8% |
| Participation rate | 21.9% | 49.1%-27.2pp | 68.7%-46.9pp | 69.9%-48.0pp |
| Annual return | 16.12% | 15.81%+0.3pp | 133.20%-117.1pp | 17.37%-1.3pp |
| Employer contribution / active EE | $251 | $1,015-75.3% | $2,420-89.6% | $3,364-92.5% |
| Participant deferral / active EE | $877 | $1,853-52.7% | $4,411-80.1% | $5,569-84.2% |
| Admin fee / account holder | $45 | $64-29.9% | $8,285-99.5% | $79-43.1% |