Filed January 30, 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... | $119,044 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $40,972 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $64,668 | $36,916+75.2% | $156,549-58.7% | $57,658+12.2% |
| Participation rate | 97.9% | 63.4%+34.4pp | 84.0%+13.8pp | 70.2%+27.6pp |
| Annual return | 5.97% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $3,408 | $1,571+117.0% | $5,501-38.1% | $1,974+72.7% |
| Participant deferral / active EE | $3,927 | $1,926+103.9% | $4,871-19.4% | $3,061+28.3% |
| Admin fee / account holder | $194 | $82+135.2% | $13,027-98.5% | $95+105.2% |