Filed December 9, 2025
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 | $59,783 |
Filed as: CERITY PARTNERS RETIREMENT PLAN AD Service code 27 · EIN 35-2467663 | Advisory (Plan) | $47,846 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,617 | $129,021-13.5% | $184,203-39.4% | $77,643+43.8% |
| Participation rate | 97.6% | 87.3%+10.2pp | 86.8%+10.8pp | 70.6%+27.0pp |
| Annual return | 16.69% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,848 | $4,413-35.5% | $6,427-55.7% | $2,726+4.5% |
| Participant deferral / active EE | $7,219 | $7,297-1.1% | $9,131-20.9% | $4,647+55.3% |
| Admin fee / account holder | $145 | $254-42.7% | $13,901-99.0% | $430-66.2% |