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; Sales loads (f... | $16,646 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $20 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 17 · EIN 25-1409618 | Pension Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,539 | $75,388-75.4% | $123,544-85.0% | $55,725-66.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.65% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,320 | $3,063+41.0% | $4,628-6.7% | $2,078+107.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $36 | $120-70.1% | $9,284-99.6% | $115-68.9% |