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 | $18,478 |
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 | $71,664 | $93,571-23.4% | $135,903-47.3% | $75,163-4.7% |
| Participation rate | 89.0% | 75.2%+13.8pp | 81.9%+7.1pp | 67.2%+21.8pp |
| Annual return | 18.08% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,126 | $3,537+73.2% | $4,856+26.1% | $2,670+129.4% |
| Participant deferral / active EE | $9,496 | $6,404+48.3% | $7,758+22.4% | $4,125+130.2% |
| Admin fee / account holder | $32 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |