Filed April 21, 2026 (most recent of 4 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 13 · EIN 42-0127290 | Contract Administrator | $2,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,333 | $131,799-36.0% | $200,582-58.0% | $85,563-1.4% |
| Participation rate | 72.8% | 87.9%-15.2pp | 86.9%-14.1pp | 66.0%+6.8pp |
| Annual return | 22.82% | 21.59%+1.2pp | 42.33%-19.5pp | 31.51%-8.7pp |
| Employer contribution / active EE | $2,653 | $4,532-41.5% | $6,419-58.7% | $2,6540% |
| Participant deferral / active EE | $4,703 | $7,702-38.9% | $9,331-49.6% | $4,375+7.5% |
| Admin fee / account holder | $23 | $235-90.1% | $16,305-99.9% | $834-97.2% |