Filed July 15, 2025 (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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $68,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,355 | $54,193-55.1% | $93,654-74.0% | $77,671-68.6% |
| Participation rate | 29.1% | 63.9%-34.8pp | 68.7%-39.6pp | 70.6%-41.5pp |
| Annual return | 17.55% | 30.54%-13.0pp | 133.34%-115.8pp | 31.21%-13.7pp |
| Employer contribution / active EE | $587 | $1,168-49.8% | $2,421-75.8% | $2,726-78.5% |
| Participant deferral / active EE | $1,416 | $3,144-55.0% | $4,413-67.9% | $4,648-69.5% |
| Admin fee / account holder | $267 | $576-53.7% | $8,282-96.8% | $430-38.1% |