Filed June 8, 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 9-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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $11,319 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,464 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,206 | $101,317-1.1% | $146,958-31.8% | $74,495+34.5% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 20.88% | 8730.91%-8710.0pp | 418.34%-397.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $8,802 | $3,810+131.0% | $4,933+78.4% | $2,623+235.6% |
| Participant deferral / active EE | $19,318 | $7,303+164.5% | $8,070+139.4% | $4,346+344.5% |
| Admin fee / account holder | $78 | $1,739-95.5% | $12,998-99.4% | $1,942-96.0% |