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 | $164,442 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $15,874 |
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 | $35,955 | $47,456-24.2% | $172,739-79.2% | $77,787-53.8% |
| Participation rate | 71.5% | 66.3%+5.2pp | 82.6%-11.2pp | 73.2%-1.7pp |
| Annual return | 24.47% | 35.57%-11.1pp | 802.84%-778.4pp | 32.57%-8.1pp |
| Employer contribution / active EE | $1,588 | $1,574+0.9% | $5,143-69.1% | $2,504-36.6% |
| Participant deferral / active EE | $1,989 | $2,560-22.3% | $5,198-61.7% | $3,967-49.9% |
| Admin fee / account holder | $17 | $81-78.7% | $13,954-99.9% | $100-82.8% |