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) | $95,096 |
Filed as: WILLIS NORTH AMERICA INC Service code 99 · EIN 13-5654526 | Other Fees | $11,452 |
MOUNTJOY CHILTON MEDLEY LLP4 years Service code 10 · EIN 27-1235638 | Accounting | $10,800 |
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 | $91,735 | $105,247-12.8% | $87,100+5.3% | $77,787+17.9% |
| Participation rate | 95.9% | 85.8%+10.1pp | 76.9%+19.1pp | 73.2%+22.7pp |
| Annual return | 23.45% | 24.52%-1.1pp | 28.19%-4.7pp | 32.57%-9.1pp |
| Employer contribution / active EE | $2,191 | $2,895-24.3% | $2,521-13.1% | $2,504-12.5% |
| Participant deferral / active EE | $4,013 | $5,060-20.7% | $4,049-0.9% | $3,967+1.2% |
| Admin fee / account holder | $89 | $104-15.3% | $7,497-98.8% | $100-11.6% |