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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $191,392 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $44,470 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $164 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant 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 | $32,376 | $66,513-51.3% | $178,490-81.9% | $106,222-69.5% |
| Participation rate | 90.2% | 73.8%+16.4pp | 81.9%+8.2pp | 70.8%+19.4pp |
| Annual return | 16.25% | 21.81%-5.6pp | 151.07%-134.8pp | 21.69%-5.4pp |
| Employer contribution / active EE | $4,150 | $1,776+133.7% | $5,011-17.2% | $2,723+52.4% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,600-100.0% |
| Admin fee / account holder | $22 | $53-59.6% | $13,984-99.8% | $78-72.4% |