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 16-1450952 | Recordkeeping | $40,496 |
Service code 15 · EIN 34-0145825 | Recordkeeping | $195 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,093 | $58,879-37.0% | $178,490-79.2% | $73,488-49.5% |
| Participation rate | 67.2% | 66.2%+1.0pp | 81.9%-14.7pp | 70.7%-3.5pp |
| Annual return | 13.66% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,579 | $2,236-29.4% | $5,011-68.5% | $2,270-30.5% |
| Participant deferral / active EE | $2,460 | $2,567-4.2% | $5,202-52.7% | $3,740-34.2% |
| Admin fee / account holder | $151 | $400-62.3% | $13,984-98.9% | $513-70.5% |