Filed April 20, 2026
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 15 · EIN 35-0145825 | Recordkeeping | $97,629 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $18,884 |
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 | $28,956 | $45,382-36.2% | $154,107-81.2% | $75,289-61.5% |
| Participation rate | 73.3% | 65.9%+7.4pp | 83.0%-9.7pp | 72.4%+0.9pp |
| Annual return | -3.74% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,566 | $1,533+2.2% | $5,298-70.4% | $2,405-34.9% |
| Participant deferral / active EE | $1,984 | $2,384-16.8% | $5,081-61.0% | $3,739-46.9% |
| Admin fee / account holder | $22 | $89-75.7% | $13,411-99.8% | $102-78.8% |