Filed December 4, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,960 | $98,982-31.3% | $162,163-58.1% | $65,185+4.3% |
| Participation rate | 98.1% | 85.8%+12.3pp | 87.6%+10.5pp | 70.2%+27.9pp |
| Annual return | 19.69% | 24.84%-5.2pp | 115.59%-95.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,895 | $3,467-45.3% | $5,614-66.2% | $2,177-13.0% |
| Participant deferral / active EE | $3,444 | $5,384-36.0% | $7,298-52.8% | $3,514-2.0% |
| Admin fee / account holder | $7 | $596-98.8% | $10,843-99.9% | $847-99.1% |