Filed June 2, 2026 (most recent of 2 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 |
|---|---|---|
SEG PARTNERS II, L.P.5+ years Filed as: SEG Service code 34 · EIN 33-0204776 6 HUTTON CENTRE SUITE 860 · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $12,575 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $9,450 |
CBIZ RETIREMENT PLAN SERVICES5+ years Service code 13 · EIN 31-1582098 4600 SOUTH ULSTER STREET, SUITE 900 · DENVER, CO 80237 | Contract Administrator | $5,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $722,367 | $73,404+884.1% | $87,100+729.4% | $67,579+968.9% |
| Participation rate | 23.2% | 80.9%-57.6pp | 76.9%-53.6pp | 71.3%-48.1pp |
| Annual return | 12.37% | 48.29%-35.9pp | 28.19%-15.8pp | 378.56%-366.2pp |
| Employer contribution / active EE | $64 | $2,014-96.8% | $2,521-97.4% | $2,148-97.0% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $135 | $142-4.9% | $7,497-98.2% | $142-5.4% |