Filed March 10, 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 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 52 · EIN 04-1590850 | Indirect Investment Fees | $4,676 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2884967 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-2974999 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,464 | $89,739-22.6% | $149,718-53.6% | $62,292+11.5% |
| Participation rate | 95.7% | 85.1%+10.6pp | 87.1%+8.6pp | 69.5%+26.2pp |
| Annual return | 16.62% | 21.01%-4.4pp | 1501.63%-1485.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,612 | $3,233-50.2% | $5,445-70.4% | $2,042-21.1% |
| Participant deferral / active EE | $4,664 | $4,797-2.8% | $6,569-29.0% | $3,169+47.2% |
| Admin fee / account holder | $23 | $551-95.8% | $11,283-99.8% | $479-95.1% |