Filed September 4, 2025 (most recent of 2 filings on file)
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 41-0417830 | Contract Administrator | $3,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,734 | $82,978-30.4% | $129,995-55.6% | $71,457-19.2% |
| Participation rate | 67.6% | 74.1%-6.5pp | 78.5%-10.9pp | 67.9%-0.3pp |
| Annual return | 17.45% | 20.60%-3.1pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,627 | $2,622-38.0% | $4,320-62.3% | $2,588-37.1% |
| Participant deferral / active EE | $3,659 | $4,432-17.4% | $5,820-37.1% | $4,289-14.7% |
| Admin fee / account holder | $30 | $1,729-98.3% | $10,614-99.7% | $1,587-98.1% |