Filed May 21, 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 |
|---|---|---|
MERCER3+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $24,608 |
UNION BANK & TRUST COMPANY3+ years Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $24,560 |
RINEY HANCOCK CPAS PSC3+ years Filed as: RINEY HANCOCK & CO PSC Service code 10 · EIN 61-0920132 | Accounting | $18,874 |
WITHUMSMITH+BROWN, PC3+ years Filed as: FROST BROWN TODD LLC Service code 29 | Legal | $7,523 |
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 | $170,709 | $81,537+109.4% | $149,718+14.0% | $69,631+145.2% |
| Participation rate | 87.5% | 86.1%+1.4pp | 87.1%+0.5pp | 70.7%+16.8pp |
| Annual return | 14.05% | 22.79%-8.7pp | 1501.63%-1487.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,401 | $3,239-56.7% | $5,445-74.3% | $2,032-31.1% |
| Participant deferral / active EE | $5,086 | $4,994+1.8% | $6,569-22.6% | $3,224+57.8% |
| Admin fee / account holder | $195 | $107+82.4% | $11,283-98.3% | $110+76.5% |