Filed July 8, 2026 (most recent of 4 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $99,118 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES Service code 10 · EIN 01-0494526 | Accounting | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,497 | $65,292-33.4% | $78,689-44.7% | $65,292-33.4% |
| Participation rate | 74.6% | 72.4%+2.2pp | 73.6%+1.0pp | 72.4%+2.2pp |
| Annual return | 9.14% | 11.84%-2.7pp | 62.18%-53.0pp | 11.84%-2.7pp |
| Employer contribution / active EE | $1,434 | $2,302-37.7% | $2,851-49.7% | $2,302-37.7% |
| Participant deferral / active EE | $1,714 | $3,579-52.1% | $3,517-51.2% | $3,579-52.1% |
| Admin fee / account holder | $15 | $57-74.5% | $4,510-99.7% | $57-74.5% |