Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 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 19 · EIN 51-0396365 | Securities Custodian | $34,588 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,039 | $46,292-43.8% | $143,757-81.9% | $64,808-59.8% |
| Participation rate | 65.5% | 64.2%+1.3pp | 80.3%-14.8pp | 71.5%-5.9pp |
| Annual return | -10.92% | -10.05%-0.9pp | -0.04%-10.9pp | 32.82%-43.7pp |
| Employer contribution / active EE | $792 | $1,910-58.5% | $4,951-84.0% | $2,506-68.4% |
| Participant deferral / active EE | $2,671 | $2,646+1.0% | $5,637-52.6% | $4,310-38.0% |
| Admin fee / account holder | $39 | $154-74.9% | $14,673-99.7% | $188-79.5% |