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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $366,997 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $51,218 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $26,775 |
TRUCKER HUSS3 years Service code 29 · EIN 94-3216063 | Legal | $12,263 |
Service code 27 · EIN 77-0344391 | Advisory (Plan) | $11,471 |
TCG GROUP HOLDINGS, LLP2 years Filed as: TCG ADVISORY SERVICES LLC Service code 27 · EIN 84-4758315 | Advisory (Plan) | $10,666 |
PATHWAYS ADVISORY GROUP INC9+ years Service code 27 · EIN 20-8811410 | Advisory (Plan) | $10,561 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,684 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,499 | $50,127+156.3% | $149,673-14.1% | $80,160+60.3% |
| Participation rate | 78.8% | 64.3%+14.5pp | 78.8%0pp | 72.9%+5.8pp |
| Annual return | 14.98% | 29.82%-14.8pp | 134.42%-119.4pp | 40.38%-25.4pp |
| Employer contribution / active EE | $4,782 | $1,865+156.5% | $4,818-0.7% | $2,978+60.6% |
| Participant deferral / active EE | $6,067 | $3,194+90.0% | $5,680+6.8% | $5,017+20.9% |
| Admin fee / account holder | $115 | $153-24.3% | $13,210-99.1% | $145-20.3% |