Filed November 26, 2025 (most recent of 4 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 8-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 04-2647786 | Recordkeeping | $151,297 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $20,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,167 | $81,357-91.2% | $75,972-90.6% | $199,593-96.4% |
| Participation rate | 99.6% | 69.9%+29.7pp | 69.1%+30.5pp | 72.0%+27.6pp |
| Annual return | 12.60% | 16.32%-3.7pp | 359.55%-347.0pp | 34.25%-21.7pp |
| Employer contribution / active EE | $463 | $3,341-86.1% | $2,685-82.8% | $3,034-84.8% |
| Participant deferral / active EE | $1,314 | $4,710-72.1% | $4,255-69.1% | $5,087-74.2% |
| Admin fee / account holder | $30 | $144-79.5% | $6,467-99.5% | $269-89.0% |