Filed October 3, 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 60 · EIN 04-2647786 | Sub-TA Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,529 | $62,267-54.2% | $110,238-74.1% | $55,725-48.8% |
| Participation rate | 41.6% | 78.1%-36.5pp | 79.8%-38.2pp | 70.9%-29.3pp |
| Annual return | 3.17% | -1.07%+4.2pp | 314.74%-311.6pp | 244.93%-241.8pp |
| Employer contribution / active EE | $807 | $1,941-58.4% | $3,826-78.9% | $2,078-61.2% |
| Participant deferral / active EE | $910 | $3,516-74.1% | $4,672-80.5% | $3,356-72.9% |
| Admin fee / account holder | $48 | $121-60.1% | $8,547-99.4% | $115-58.2% |