Filed May 12, 2026 (most recent of 3 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Sales load... | $60,088 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $18,750 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,490 | $155,795-49.0% | $136,294-41.7% | $69,631+14.2% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 16.27% | 232464.33%-232448.1pp | 5155.94%-5139.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,869 | $2,991+29.4% | $4,695-17.6% | $2,032+90.4% |
| Participant deferral / active EE | $4,104 | $5,394-23.9% | $6,247-34.3% | $3,224+27.3% |
| Admin fee / account holder | $118 | $128-8.2% | $9,243-98.7% | $110+6.5% |