Filed January 16, 2026 (most recent of 3 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 04-2647786 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,036 | $89,739+52.7% | $149,718-8.5% | $62,292+120.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.58% | 21.01%-4.4pp | 1501.63%-1485.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $9,445 | $3,233+192.2% | $5,445+73.5% | $2,042+362.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $9 | $551-98.3% | $11,283-99.9% | $479-98.1% |