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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $621,803 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 50 · EIN 26-0058143 | Direct Payment | $100,000 |
OGLETREE DEAKINS2 years Filed as: OGLETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 | Legal | $44,078 |
BAKER NEWMAN NOYES2 years Filed as: BAKER, NEWMAN AND NOYES Service code 10 280 FORE STREET · PORTLAND, ME 04112 | Accounting | $26,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,944 | $106,222-49.2% | $90,404-40.3% | $106,222-49.2% |
| Participation rate | 75.1% | 70.8%+4.3pp | 72.7%+2.5pp | 70.8%+4.3pp |
| Annual return | 14.27% | 21.69%-7.4pp | 1293.02%-1278.7pp | 21.69%-7.4pp |
| Employer contribution / active EE | $1,412 | $2,723-48.1% | $3,262-56.7% | $2,723-48.1% |
| Participant deferral / active EE | $1,832 | $4,600-60.2% | $3,963-53.8% | $4,600-60.2% |
| Admin fee / account holder | $88 | $78+12.4% | $5,611-98.4% | $78+12.4% |