Filed October 10, 2025
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 |
|---|---|---|
CHERRY BEKAERT LLP1+ years Filed as: CHERRY BEKAERT Service code 99 · EIN 56-0574444 | Other Fees | $10,025 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 99 · EIN 11-3018002 | Other Fees | $6,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,303 | $38,925-11.9% | $73,843-53.5% | $55,191-37.8% |
| Participation rate | 62.4% | 66.0%-3.6pp | 73.4%-11.0pp | 69.2%-6.8pp |
| Annual return | 0.62% | 6.31%-5.7pp | 2267.84%-2267.2pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,067 | $1,695-37.0% | $2,787-61.7% | $1,899-43.8% |
| Participant deferral / active EE | $1,734 | $2,351-26.2% | $3,583-51.6% | $3,046-43.1% |
| Admin fee / account holder | $40 | $83-51.4% | $4,880-99.2% | $91-55.6% |