Filed January 18, 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 26 · EIN 71-0294708 | Advisory (Participants) | $28,592 |
Service code 99 · EIN 11-1000111 | Other Fees | $17,815 |
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 | $20,776 | $37,196-44.1% | $154,107-86.5% | $55,725-62.7% |
| Participation rate | 91.1% | 64.1%+27.0pp | 83.0%+8.0pp | 70.9%+20.2pp |
| Annual return | -4.17% | 1319.68%-1323.9pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,705 | $1,614+5.6% | $5,298-67.8% | $2,078-18.0% |
| Participant deferral / active EE | $3,115 | $2,068+50.6% | $5,081-38.7% | $3,356-7.2% |
| Admin fee / account holder | $65 | $102-35.8% | $13,411-99.5% | $115-43.3% |