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 | Recordkeeping and information managem... | $227,287 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $95,576 |
Service code 16 · EIN 47-1411118 | Consulting | $69,375 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $44,669 |
BDO USA, LLP1 year Filed as: BDO Service code 16 · EIN 13-5381590 | Consulting | $23,850 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,206 | $95,388+141.3% | $125,339+83.7% | $77,904+195.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -17.22% | 116.19%-133.4pp | 572.05%-589.3pp | 12.21%-29.4pp |
| Employer contribution / active EE | $8,537 | $3,666+132.9% | $4,814+77.4% | $2,848+199.8% |
| Participant deferral / active EE | $13,124 | $7,711+70.2% | $7,446+76.2% | $4,806+173.1% |
| Admin fee / account holder | $178 | $119+49.9% | $10,010-98.2% | $133+34.4% |