Filed May 22, 2026 (most recent of 2 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 15 · EIN 01-0233346 | Recordkeeping | $1,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,461 | $55,449-54.1% | $83,848-69.6% | $56,287-54.8% |
| Participation rate | 65.4% | 68.0%-2.6pp | 76.1%-10.7pp | 69.9%-4.4pp |
| Annual return | -5.90% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $551 | $2,430-77.3% | $3,631-84.8% | $2,111-73.9% |
| Participant deferral / active EE | $1,304 | $2,935-55.6% | $4,082-68.0% | $3,350-61.1% |
| Admin fee / account holder | $128 | $656-80.4% | $5,478-97.7% | $521-75.3% |