Filed May 22, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,734 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $20,210 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,109 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,821 | $106,236-66.3% | $112,228-68.1% | $64,808-44.7% |
| Participation rate | 73.7% | 71.7%+2.0pp | 75.1%-1.4pp | 71.5%+2.2pp |
| Annual return | -11.92% | -6.02%-5.9pp | 27.45%-39.4pp | 32.82%-44.7pp |
| Employer contribution / active EE | $4,771 | $3,166+50.7% | $3,635+31.3% | $2,506+90.4% |
| Participant deferral / active EE | $1,710 | $3,785-54.8% | $4,728-63.8% | $4,310-60.3% |
| Admin fee / account holder | $165 | $452-63.4% | $6,410-97.4% | $188-12.1% |