Filed June 30, 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $76,761 |
Filed as: WILLIS OF NEW YORK INC Service code 22 P.O BOX 4557 · NEW YORK, NY 102494557 | Insurance Broker | $58,629 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $36,550 |
MOUNTJOY CHILTON MEDLEY LLP2 years Service code 10 · EIN 27-1235638 | Accounting | $10,400 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,953 | $88,730-16.7% | $82,313-10.2% | $77,958-5.1% |
| Participation rate | 88.0% | 84.5%+3.5pp | 76.9%+11.1pp | 71.6%+16.4pp |
| Annual return | 18.38% | 20.88%-2.5pp | 25.88%-7.5pp | 20.87%-2.5pp |
| Employer contribution / active EE | $1,765 | $2,758-36.0% | $2,428-27.3% | $2,310-23.6% |
| Participant deferral / active EE | $3,187 | $4,634-31.2% | $3,706-14.0% | $3,537-9.9% |
| Admin fee / account holder | $122 | $74+64.7% | $5,608-97.8% | $97+25.2% |