Filed July 15, 2026 (most recent of 2 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 |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,875 |
MILLER KAPLAN ARASE LLP7 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $19,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Other commissions; Sec... | $282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,127 | $241,101-51.4% | $103,333+13.3% | $199,593-41.3% |
| Participation rate | 80.5% | 78.3%+2.2pp | 74.5%+6.0pp | 72.0%+8.5pp |
| Annual return | 16.70% | 17.80%-1.1pp | 24.88%-8.2pp | 34.25%-17.5pp |
| Employer contribution / active EE | $1,918 | $4,244-54.8% | $3,868-50.4% | $3,034-36.8% |
| Participant deferral / active EE | $6,473 | $3,958+63.5% | $5,057+28.0% | $5,087+27.2% |
| Admin fee / account holder | $106 | $288-63.3% | $8,355-98.7% | $269-60.7% |