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 | Sales loads (front end and deferred);... | $57,892 |
NATIONAL FINANCIAL SERVICES1+ 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 | $84,275 | $37,117+127.0% | $147,614-42.9% | $55,191+52.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -2.21% | 3.44%-5.7pp | 61.98%-64.2pp | 10.78%-13.0pp |
| Employer contribution / active EE | $6,544 | $1,620+303.9% | $5,564+17.6% | $1,899+244.7% |
| Participant deferral / active EE | $5,750 | $1,985+189.6% | $4,895+17.5% | $3,046+88.8% |
| Admin fee / account holder | $51 | $86-40.1% | $11,611-99.6% | $91-43.6% |