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 |
|---|---|---|
AVINTUS6+ years Service code 99 · EIN 04-3682160 | Other Fees | $9,154 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,615 |
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 | $240,097 | $99,957+140.2% | $149,696+60.4% | $73,488+226.7% |
| Participation rate | 86.2% | 75.7%+10.5pp | 82.5%+3.8pp | 70.7%+15.6pp |
| Annual return | 13.44% | 53.87%-40.4pp | 276.60%-263.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $4,456 | $3,191+39.6% | $4,644-4.0% | $2,270+96.3% |
| Participant deferral / active EE | $9,151 | $6,073+50.7% | $6,842+33.8% | $3,740+144.7% |
| Admin fee / account holder | $281 | $551-49.0% | $9,309-97.0% | $513-45.2% |