Filed May 15, 2026 (most recent of 5 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 |
|---|---|---|
REEDMARK ADVISORS LLC1 year Filed as: REEDMARK ADVISORS, LLC Service code 26 · EIN 47-2223502 | Advisory (Participants) | $34,131 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $25,276 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,437 | $136,307-70.3% | $177,821-77.3% | $73,488-45.0% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.7%+8.2pp | 70.7%+25.2pp |
| Annual return | 19.13% | 18.68%+0.5pp | 48.32%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,241 | $3,712-66.6% | $5,918-79.0% | $2,270-45.3% |
| Participant deferral / active EE | $3,484 | $5,829-40.2% | $7,714-54.8% | $3,740-6.8% |
| Admin fee / account holder | $239 | $596-59.9% | $12,427-98.1% | $513-53.5% |