Filed November 10, 2025 (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 |
|---|---|---|
FUND DIRECT ADVISORS3+ years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $34,334 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $7,079 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFIT SERIVCES INC Service code 15 · EIN 20-4006400 | Recordkeeping | $3,575 |
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 | $73,236 | $58,726+24.7% | $92,233-20.6% | $62,292+17.6% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.5%+2.8pp | 69.5%+9.7pp |
| Annual return | 14.30% | 43.62%-29.3pp | 176.28%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,498 | $2,392-37.4% | $3,679-59.3% | $2,042-26.6% |
| Participant deferral / active EE | $3,055 | $2,766+10.5% | $3,897-21.6% | $3,169-3.6% |
| Admin fee / account holder | $178 | $556-68.0% | $5,194-96.6% | $479-62.8% |