Filed September 15, 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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Employer 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 | $55,368 | $106,236-47.9% | $112,228-50.7% | $64,808-14.6% |
| Participation rate | 93.6% | 71.7%+22.0pp | 75.1%+18.6pp | 71.5%+22.2pp |
| Annual return | -16.13% | -6.02%-10.1pp | 27.45%-43.6pp | 32.82%-49.0pp |
| Employer contribution / active EE | $501 | $3,166-84.2% | $3,635-86.2% | $2,506-80.0% |
| Participant deferral / active EE | $4,442 | $3,785+17.4% | $4,728-6.1% | $4,310+3.1% |
| Admin fee / account holder | $171 | $452-62.0% | $6,410-97.3% | $188-8.7% |