Filed July 7, 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 8-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 |
|---|---|---|
SBHU LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $11,904 |
THE HASLAUER GROUP, INC.7 years Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $7,501 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,982 | $81,248-5.3% | $155,509-50.5% | $80,856-4.8% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 14.97% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,568 | $3,100+144.1% | $4,672+62.0% | $2,755+174.7% |
| Participant deferral / active EE | $8,734 | $3,452+153.1% | $5,626+55.2% | $4,296+103.3% |
| Admin fee / account holder | $65 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |