Filed April 27, 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 |
|---|---|---|
BEENE GARTER LLP1 year Service code 10 56 GRANDVILLE AVE SW SUITE 100 · GRAND RAPIDS, MI 49503 | Accounting | $7,100 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $3,815 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,131 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $1,157 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,369 | $63,299-20.4% | $91,001-44.6% | $62,292-19.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.05% | 20.99%-7.9pp | 4.60%+8.4pp | 28.90%-15.8pp |
| Employer contribution / active EE | $2,413 | $1,807+33.6% | $2,456-1.7% | $2,042+18.2% |
| Participant deferral / active EE | $2,442 | $2,943-17.0% | $3,547-31.2% | $3,169-23.0% |
| Admin fee / account holder | $62 | $468-86.7% | $5,417-98.9% | $479-87.0% |