Filed May 19, 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 |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $31,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
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 | $39,395 | $52,293-24.7% | $178,490-77.9% | $73,409-46.3% |
| Participation rate | 80.7% | 65.3%+15.4pp | 81.9%-1.2pp | 72.2%+8.6pp |
| Annual return | 16.18% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,323 | $1,735-23.8% | $5,011-73.6% | $2,234-40.8% |
| Participant deferral / active EE | $2,928 | $2,332+25.6% | $5,202-43.7% | $3,805-23.0% |
| Admin fee / account holder | $5 | $127-95.7% | $13,984-100.0% | $158-96.5% |