Filed August 5, 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 |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $5,841 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,079 |
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 | $97,924 | $81,632+20.0% | $70,449+39.0% | $158,922-38.4% |
| Participation rate | 90.5% | 77.7%+12.8pp | 75.1%+15.4pp | 82.0%+8.5pp |
| Annual return | 12.22% | 208.40%-196.2pp | 109.03%-96.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $5,689 | $3,217+76.8% | $2,737+107.9% | $4,761+19.5% |
| Participant deferral / active EE | $10,747 | $4,554+136.0% | $3,709+189.8% | $5,982+79.6% |
| Admin fee / account holder | $60 | $6,193-99.0% | $3,845-98.4% | $11,246-99.5% |