Filed May 21, 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 13 · EIN 42-0127290 | Contract Administrator | $47,531 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $15,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,216 | $46,173-67.0% | $170,442-91.1% | $69,631-78.1% |
| Participation rate | 64.5% | 63.9%+0.6pp | 83.6%-19.1pp | 70.7%-6.2pp |
| Annual return | 26.55% | 21.62%+4.9pp | 205.93%-179.4pp | 27571.02%-27544.5pp |
| Employer contribution / active EE | $1,057 | $1,610-34.4% | $5,433-80.6% | $2,032-48.0% |
| Participant deferral / active EE | $1,674 | $2,080-19.5% | $4,939-66.1% | $3,224-48.1% |
| Admin fee / account holder | $207 | $116+78.2% | $13,880-98.5% | $110+87.1% |