Filed September 26, 2025 (most recent of 4 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 60 · EIN 04-2647786 | Sub-TA Fees | $20,710 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,352 | $69,848+85.2% | $115,756+11.7% | $66,914+93.3% |
| Participation rate | 99.2% | 70.6%+28.6pp | 77.1%+22.1pp | 69.8%+29.4pp |
| Annual return | -21.80% | 969.66%-991.5pp | 143.14%-164.9pp | 1.58%-23.4pp |
| Employer contribution / active EE | $10,886 | $2,613+316.7% | $3,793+187.0% | $2,544+327.9% |
| Participant deferral / active EE | $8,129 | $4,274+90.2% | $6,254+30.0% | $4,237+91.9% |
| Admin fee / account holder | $157 | $337-53.5% | $8,124-98.1% | $593-73.6% |