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 | $20,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,922 | $80,138+120.8% | $130,231+35.9% | $71,457+147.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 26.62% | 16.81%+9.8pp | 38.77%-12.2pp | 28.85%-2.2pp |
| Employer contribution / active EE | $8,750 | $2,834+208.7% | $4,126+112.1% | $2,588+238.2% |
| Participant deferral / active EE | $8,569 | $4,641+84.7% | $6,799+26.0% | $4,289+99.8% |
| Admin fee / account holder | $160 | $1,035-84.5% | $6,020-97.3% | $1,587-89.9% |