Filed August 7, 2026 (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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $463,471 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $87,753 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $27,563 |
Filed as: HUB INVESTMENT PARTNERS LLC Service code 27 · EIN 84-4758315 | Advisory (Plan) | $16,474 |
PATHWAYS ADVISORY GROUP INC10+ years Service code 27 · EIN 20-8811410 | Advisory (Plan) | $12,138 |
REGENCY INVESTMENT ADVISORS2 years Service code 27 · EIN 77-0344391 | Advisory (Plan) | $10,819 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,711 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $138,452 | $53,136+160.6% | $155,509-11.0% | $199,593-30.6% |
| Participation rate | 79.4% | 64.1%+15.3pp | 78.2%+1.2pp | 72.0%+7.4pp |
| Annual return | 11.95% | 41.15%-29.2pp | 64.67%-52.7pp | 34.25%-22.3pp |
| Employer contribution / active EE | $5,105 | $1,851+175.8% | $4,672+9.3% | $3,034+68.3% |
| Participant deferral / active EE | $6,403 | $3,161+102.6% | $5,626+13.8% | $5,087+25.9% |
| Admin fee / account holder | $142 | $185-23.5% | $15,912-99.1% | $269-47.2% |