Filed January 23, 2026 (most recent of 8 filings on file)
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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 99 · EIN 33-3000333 | Other Fees | $16,640 |
ERISA SERVICES, INC.2 years Filed as: ERISA SPECIALISTS/ BENEFITS PROFESS Service code 49 · EIN 90-1118690 | Other Services | $13,485 |
Service code 27 | Advisory (Plan) | $13,338 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,142 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,033 | $102,553-8.3% | $151,611-38.0% | $66,914+40.5% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -15.37% | -10.82%-4.5pp | 3.33%-18.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,533 | $4,180-39.4% | $6,166-58.9% | $2,544-0.5% |
| Participant deferral / active EE | $4,542 | $6,641-31.6% | $8,363-45.7% | $4,237+7.2% |
| Admin fee / account holder | $67 | $630-89.4% | $11,616-99.4% | $593-88.8% |