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 | $82,708 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,081 | $47,126-51.0% | $149,673-84.6% | $74,419-69.0% |
| Participation rate | 90.1% | 63.4%+26.7pp | 78.8%+11.3pp | 70.7%+19.4pp |
| Annual return | 20.18% | 22.75%-2.6pp | 134.42%-114.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $971 | $1,905-49.0% | $4,818-79.8% | $2,637-63.2% |
| Participant deferral / active EE | $1,620 | $2,728-40.6% | $5,680-71.5% | $4,528-64.2% |
| Admin fee / account holder | $144 | $343-57.9% | $13,210-98.9% | $348-58.5% |