Filed April 20, 2026
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 15 · EIN 35-0145825 | Recordkeeping | $150,253 |
OSWALD FINANCIAL, INC.1 year Filed as: OSWALD FINANCIAL Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,537 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $24,404 |
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 | $36,980 | $67,512-45.2% | $185,823-80.1% | $93,030-60.2% |
| Participation rate | 96.1% | 67.1%+29.0pp | 81.7%+14.4pp | 73.9%+22.2pp |
| Annual return | 16.36% | 21.04%-4.7pp | 122.05%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $1,814 | $1,783+1.8% | $5,167-64.9% | $2,706-32.9% |
| Participant deferral / active EE | $2,640 | $3,035-13.0% | $5,568-52.6% | $4,562-42.1% |
| Admin fee / account holder | $37 | $318-88.4% | $16,237-99.8% | $152-75.7% |