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 27 · EIN 38-2722519 | Advisory (Plan) | $35,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,496 | $46,292-27.6% | $143,757-76.7% | $64,808-48.3% |
| Participation rate | 76.1% | 64.2%+11.9pp | 80.3%-4.2pp | 71.5%+4.6pp |
| Annual return | -16.28% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,562 | $1,910-18.2% | $4,951-68.5% | $2,506-37.7% |
| Participant deferral / active EE | $3,139 | $2,646+18.7% | $5,637-44.3% | $4,310-27.2% |
| Admin fee / account holder | $70 | $154-54.7% | $14,673-99.5% | $188-62.9% |