Filed January 6, 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 |
|---|---|---|
AVINTUS4+ years Service code 99 · EIN 04-3682160 | Other Fees | $7,746 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,152 |
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 | $150,166 | $73,102+105.4% | $123,544+21.5% | $56,287+166.8% |
| Participation rate | 82.6% | 74.3%+8.3pp | 82.3%+0.3pp | 69.9%+12.7pp |
| Annual return | -4.78% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,900 | $2,977+31.0% | $4,628-15.7% | $2,111+84.7% |
| Participant deferral / active EE | $7,461 | $5,423+37.6% | $6,426+16.1% | $3,350+122.7% |
| Admin fee / account holder | $273 | $554-50.8% | $9,284-97.1% | $521-47.7% |