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 | Recordkeeping fees; Shareholder servi... | $50,377 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 13-3954297 | Consulting | $34,526 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $79,914 | $55,415+44.2% | $155,509-48.6% | $74,495+7.3% |
| Participation rate | 71.0% | 61.9%+9.1pp | 78.2%-7.2pp | 67.2%+3.8pp |
| Annual return | 13.00% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $414 | $2,267-81.7% | $4,672-91.1% | $2,623-84.2% |
| Participant deferral / active EE | $4,130 | $2,836+45.6% | $5,626-26.6% | $4,346-5.0% |
| Admin fee / account holder | $397 | $1,738-77.2% | $15,912-97.5% | $1,942-79.6% |