Filed June 17, 2026 (most recent of 3 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 9-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 |
|---|---|---|
BLACKROCK10+ years Filed as: BLACKROCK INST. TRUST CO. Service code 28 · EIN 94-6581660 | Investment Management | $190,976 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $13,000 |
See 1 actuary disclosure. $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.
Employer 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 | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 2.44% | 9.30%-6.9pp | 7.82%-5.4pp | 9.30%-6.9pp |
| Employer contribution / active EE | $879 | $12,557-93.0% | $31,823-97.2% | $12,557-93.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $365-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |