Filed December 12, 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 15 · EIN 35-0145825 | Recordkeeping | $15,886 |
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 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 | $28,975 | $47,977-39.6% | $154,107-81.2% | $56,287-48.5% |
| Participation rate | 49.6% | 66.2%-16.6pp | 83.0%-33.4pp | 69.9%-20.3pp |
| Annual return | -6.28% | 3.54%-9.8pp | 735.12%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,262 | $2,169-41.8% | $5,298-76.2% | $2,111-40.2% |
| Participant deferral / active EE | $2,358 | $2,392-1.4% | $5,081-53.6% | $3,350-29.6% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |