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 |
|---|---|---|
AVINTUS5+ years Service code 99 · EIN 04-3682160 | Other Fees | $8,450 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $204,182 | $89,652+127.8% | $141,162+44.6% | $65,185+213.2% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.5%+2.6pp | 70.2%+14.8pp |
| Annual return | 19.10% | 32.79%-13.7pp | 71.39%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $4,170 | $3,065+36.1% | $4,735-11.9% | $2,177+91.6% |
| Participant deferral / active EE | $7,972 | $5,691+40.1% | $6,709+18.8% | $3,514+126.9% |
| Admin fee / account holder | $318 | $569-44.1% | $10,261-96.9% | $847-62.5% |