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 LLP2 years Service code 10 · EIN 81-4234542 | Accounting | $14,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,194 | $91,407+81.8% | $135,903+22.3% | $71,457+132.6% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 22.10% | 29.90%-7.8pp | 68.23%-46.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $4,225 | $3,703+14.1% | $4,856-13.0% | $2,588+63.3% |
| Participant deferral / active EE | $17,289 | $7,092+143.8% | $7,758+122.9% | $4,289+303.1% |
| Admin fee / account holder | $49 | $1,266-96.1% | $10,762-99.5% | $1,587-96.9% |