Filed May 19, 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 |
|---|---|---|
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $18,745 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,859 | $82,202+60.4% | $125,339+5.2% | $64,808+103.5% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.7pp | 71.5%+22.6pp |
| Annual return | -16.73% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,751 | $3,615+3.8% | $4,814-22.1% | $2,506+49.7% |
| Participant deferral / active EE | $14,827 | $7,175+106.6% | $7,446+99.1% | $4,310+244.0% |
| Admin fee / account holder | $54 | $163-66.7% | $10,010-99.5% | $188-71.0% |