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 | Float revenue; Sales loads (front end... | $45,117 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 13-3954297 | Consulting | $33,520 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,857 | $61,272+15.6% | $149,673-52.7% | $71,457-0.8% |
| Participation rate | 69.5% | 62.5%+7.0pp | 78.8%-9.3pp | 67.9%+1.6pp |
| Annual return | 14.63% | 35.85%-21.2pp | 134.42%-119.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $378 | $2,378-84.1% | $4,818-92.1% | $2,588-85.4% |
| Participant deferral / active EE | $3,812 | $2,917+30.7% | $5,680-32.9% | $4,289-11.1% |
| Admin fee / account holder | $332 | $1,261-73.7% | $13,210-97.5% | $1,587-79.1% |