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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $176,039 |
MILLER KAPLAN ARASE LLP6 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,531 | $88,480+63.3% | $96,683+49.5% | $80,160+80.3% |
| Participation rate | 57.9% | 79.9%-21.9pp | 74.3%-16.4pp | 72.9%-15.0pp |
| Annual return | 20.63% | 22.53%-1.9pp | 35.69%-15.1pp | 40.38%-19.8pp |
| Employer contribution / active EE | $1,190 | $4,176-71.5% | $3,737-68.1% | $2,978-60.0% |
| Participant deferral / active EE | $5,918 | $3,959+49.5% | $4,878+21.3% | $5,017+17.9% |
| Admin fee / account holder | $148 | $212-30.2% | $6,730-97.8% | $145+1.9% |