Filed December 18, 2025 (most recent of 5 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $115,640 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,747 | $48,835-55.5% | $170,442-87.2% | $177,276-87.7% |
| Participation rate | 80.6% | 72.1%+8.5pp | 83.6%-3.0pp | 74.8%+5.7pp |
| Annual return | 13.33% | 19.44%-6.1pp | 205.93%-192.6pp | 21.25%-7.9pp |
| Employer contribution / active EE | $3,548 | $1,798+97.3% | $5,433-34.7% | $2,479+43.1% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $13 | $52-75.4% | $13,880-99.9% | $154-91.7% |