Filed January 13, 2026
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 |
|---|---|---|
BPAS2+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $81,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,008 | $37,213-57.0% | $156,549-89.8% | $63,975-75.0% |
| Participation rate | 52.0% | 65.0%-12.9pp | 84.0%-32.0pp | 71.1%-19.1pp |
| Annual return | 8.10% | 47.89%-39.8pp | 32.23%-24.1pp | 48.65%-40.6pp |
| Employer contribution / active EE | $376 | $1,357-72.3% | $5,501-93.2% | $2,182-82.8% |
| Participant deferral / active EE | $772 | $2,070-62.7% | $4,871-84.2% | $3,356-77.0% |
| Admin fee / account holder | $89 | $56+58.4% | $13,027-99.3% | $70+26.6% |