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) | $186,973 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $84,198 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $152 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,373 | $68,062-45.1% | $185,823-79.9% | $106,520-64.9% |
| Participation rate | 86.9% | 75.2%+11.7pp | 81.7%+5.2pp | 71.3%+15.6pp |
| Annual return | 13.65% | 18.20%-4.6pp | 122.05%-108.4pp | 19.28%-5.6pp |
| Employer contribution / active EE | $4,383 | $1,997+119.4% | $5,167-15.2% | $2,840+54.3% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,568-100.0% | $4,948-100.0% |
| Admin fee / account holder | $24 | $53-54.6% | $16,237-99.9% | $75-67.9% |