Filed March 24, 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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $8,136 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,789 |
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 71 HANOVER RD · FLORHAM PARK, NJ 07932 | Recordkeeping | $50 |
ADP BROKER-DEALER2+ years Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,158 | $41,377+21.2% | $109,313-54.1% | $62,891-20.2% |
| Participation rate | 50.7% | 57.5%-6.9pp | 71.3%-20.6pp | 69.3%-18.6pp |
| Annual return | 5.35% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,131 | $1,276-11.4% | $3,892-70.9% | $2,281-50.4% |
| Participant deferral / active EE | $2,537 | $2,045+24.1% | $3,166-19.9% | $3,203-20.8% |
| Admin fee / account holder | $90 | $2,884-96.9% | $5,666-98.4% | $4,296-97.9% |