Filed January 9, 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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLP Service code 26 · EIN 04-2675571 | Advisory (Participants) | $44,376 |
Service code 10 · EIN 32-0169227 | Accounting | $30,793 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $13,563 |
HUTCHINS & HAAKE LLC8+ years Service code 10 · EIN 20-1950909 | Accounting | $8,500 |
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 | $54,150 | $42,353+27.9% | $79,550-31.9% | $64,808-16.4% |
| Participation rate | 88.0% | 64.8%+23.2pp | 69.5%+18.5pp | 71.5%+16.5pp |
| Annual return | -16.68% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,601 | $1,181+35.6% | $2,413-33.7% | $2,506-36.1% |
| Participant deferral / active EE | $5,590 | $3,170+76.3% | $3,985+40.3% | $4,310+29.7% |
| Admin fee / account holder | $279 | $160+75.1% | $6,832-95.9% | $188+48.7% |