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 | $16,180 |
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 | $31,323 | $52,953-40.8% | $172,739-81.9% | $65,185-51.9% |
| Participation rate | 60.4% | 66.2%-5.8pp | 82.6%-22.2pp | 70.2%-9.8pp |
| Annual return | 21.60% | 30.12%-8.5pp | 802.84%-781.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,066 | $2,190-51.3% | $5,143-79.3% | $2,177-51.0% |
| Participant deferral / active EE | $2,226 | $2,471-9.9% | $5,198-57.2% | $3,514-36.6% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |