Filed April 30, 2026
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 9-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 49 · EIN 04-1590850 | Other Services | $2,611 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $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 | $122,258 | $63,114+93.7% | $92,893+31.6% | $65,185+87.6% |
| Participation rate | 92.7% | 68.8%+23.9pp | 76.0%+16.7pp | 70.2%+22.5pp |
| Annual return | 23.50% | 28.75%-5.3pp | 109.41%-85.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,785 | $2,571-30.6% | $3,653-51.1% | $2,177-18.0% |
| Participant deferral / active EE | $5,237 | $3,108+68.5% | $4,236+23.6% | $3,514+49.0% |
| Admin fee / account holder | $19 | $624-96.9% | $5,794-99.7% | $847-97.7% |