Filed May 27, 2026 (most recent of 2 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 | Investment management; Recordkeeping ... | $275,468 |
Service code 16 · EIN 47-1411118 | Consulting | $166,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $24,837 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,106 | $127,481+126.0% | $149,696+92.5% | $90,288+219.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 16.88% | 57.78%-40.9pp | 276.60%-259.7pp | 53.97%-37.1pp |
| Employer contribution / active EE | $7,595 | $3,448+120.3% | $4,644+63.5% | $2,524+200.9% |
| Participant deferral / active EE | $11,534 | $6,975+65.4% | $6,842+68.6% | $4,232+172.5% |
| Admin fee / account holder | $251 | $152+65.2% | $9,309-97.3% | $114+119.7% |