Filed January 14, 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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $27,842 |
MGKS10+ years Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $5,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,929 | $55,415+13.6% | $155,509-59.5% | $74,495-15.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.26% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $4,451 | $2,267+96.3% | $4,672-4.7% | $2,623+69.7% |
| Participant deferral / active EE | $5,244 | $2,836+84.9% | $5,626-6.8% | $4,346+20.7% |
| Admin fee / account holder | $275 | $1,738-84.2% | $15,912-98.3% | $1,942-85.8% |