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) | $32,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,246 |
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 | $38,336 | $47,126-18.7% | $149,673-74.4% | $74,419-48.5% |
| Participation rate | 79.3% | 63.4%+15.9pp | 78.8%+0.5pp | 70.7%+8.6pp |
| Annual return | 15.60% | 22.75%-7.2pp | 134.42%-118.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,839 | $1,905-3.5% | $4,818-61.8% | $2,637-30.3% |
| Participant deferral / active EE | $3,700 | $2,728+35.7% | $5,680-34.9% | $4,528-18.3% |
| Admin fee / account holder | $59 | $343-82.8% | $13,210-99.6% | $348-83.1% |