Filed July 28, 2025
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 99 · EIN 47-1411118 | Other Fees | $17,129 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,208 | $82,664-23.5% | $125,339-49.6% | $68,494-7.7% |
| Participation rate | 90.5% | 75.0%+15.5pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -17.30% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,288 | $3,381+86.0% | $4,814+30.6% | $2,596+142.2% |
| Participant deferral / active EE | $9,306 | $6,110+52.3% | $7,446+25.0% | $4,027+131.1% |
| Admin fee / account holder | $28 | $6,275-99.6% | $10,010-99.7% | $5,403-99.5% |