Filed January 29, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $15,778 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $13,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $553 |
Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $36,224 | $46,173-21.5% | $170,442-78.7% | $69,631-48.0% |
| Participation rate | 74.3% | 63.9%+10.4pp | 83.6%-9.3pp | 70.7%+3.6pp |
| Annual return | 16.42% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $294 | $1,610-81.8% | $5,433-94.6% | $2,032-85.5% |
| Participant deferral / active EE | $2,432 | $2,080+16.9% | $4,939-50.8% | $3,224-24.6% |
| Admin fee / account holder | $49 | $116-57.6% | $13,880-99.6% | $110-55.5% |