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 | Sales loads (front end and deferred);... | $45,695 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 16 · EIN 13-3954297 | Consulting | $32,543 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,577 | $65,061-6.9% | $143,757-57.9% | $66,914-9.5% |
| Participation rate | 74.0% | 65.2%+8.8pp | 80.3%-6.3pp | 69.8%+4.2pp |
| Annual return | -14.70% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $402 | $2,361-83.0% | $4,951-91.9% | $2,544-84.2% |
| Participant deferral / active EE | $3,794 | $2,919+30.0% | $5,637-32.7% | $4,237-10.4% |
| Admin fee / account holder | $314 | $502-37.4% | $14,673-97.9% | $593-47.0% |