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 |
|---|---|---|
WITHUMSMITH+BROWN, PC6+ years Filed as: FROST BROWN TODD LLC Service code 29 | Legal | $32,738 |
UNION BANK & TRUST COMPANY6+ years Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $27,694 |
RINEY HANCOCK CPAS PSC6+ years Filed as: RINEY HANCOCK & CO PSC Service code 10 · EIN 61-0920132 | Accounting | $19,938 |
MERCER6+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $15,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,494 | $111,608+60.8% | $177,821+0.9% | $73,409+144.5% |
| Participation rate | 89.3% | 87.9%+1.4pp | 87.7%+1.6pp | 72.2%+17.1pp |
| Annual return | 18.02% | 18.23%-0.2pp | 48.32%-30.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $1,543 | $3,796-59.4% | $5,918-73.9% | $2,234-30.9% |
| Participant deferral / active EE | $5,541 | $6,199-10.6% | $7,714-28.2% | $3,805+45.6% |
| Admin fee / account holder | $203 | $166+22.8% | $12,427-98.4% | $158+28.8% |