Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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 99 · EIN 71-0294708 | Other Fees | $5,821 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,510 | $130,194-37.4% | $169,993-52.1% | $71,457+14.1% |
| Participation rate | 75.0% | 86.1%-11.1pp | 87.0%-12.0pp | 67.9%+7.1pp |
| Annual return | 16.28% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,844 | $4,381-57.9% | $6,785-72.8% | $2,588-28.8% |
| Participant deferral / active EE | $3,171 | $6,923-54.2% | $10,408-69.5% | $4,289-26.1% |
| Admin fee / account holder | $53 | $966-94.5% | $12,815-99.6% | $1,587-96.7% |