Filed September 23, 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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST Service code 15 · EIN 61-1381380 | Recordkeeping | $41,141 |
FINANCIAL DESIGNS, INC2 years Filed as: FINANCIAL DESIGNS, INC. Service code 26 · EIN 54-1326454 | Advisory (Participants) | $31,918 |
HCI-EBS, INC.2 years Service code 15 · EIN 52-2061078 | Recordkeeping | $2,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,302 | $71,516+66.8% | $98,439+21.2% | $71,457+67.0% |
| Participation rate | 90.1% | 72.7%+17.4pp | 75.2%+14.9pp | 67.9%+22.2pp |
| Annual return | 11.67% | 32.41%-20.7pp | 21.16%-9.5pp | 28.85%-17.2pp |
| Employer contribution / active EE | $1,629 | $2,399-32.1% | $3,048-46.5% | $2,588-37.0% |
| Participant deferral / active EE | $5,069 | $4,109+23.4% | $4,738+7.0% | $4,289+18.2% |
| Admin fee / account holder | $578 | $1,675-65.5% | $8,948-93.5% | $1,587-63.6% |