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 | $1,130 |
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 | $28,358 | $63,114-55.1% | $92,893-69.5% | $65,185-56.5% |
| Participation rate | 75.5% | 68.8%+6.7pp | 76.0%-0.5pp | 70.2%+5.3pp |
| Annual return | 17.76% | 28.75%-11.0pp | 109.41%-91.7pp | 29.38%-11.6pp |
| Employer contribution / active EE | $3,031 | $2,571+17.9% | $3,653-17.0% | $2,177+39.3% |
| Participant deferral / active EE | $1,389 | $3,108-55.3% | $4,236-67.2% | $3,514-60.5% |
| Admin fee / account holder | $195 | $624-68.8% | $5,794-96.6% | $847-77.0% |