Filed September 8, 2026 (most recent of 4 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $80,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,511 | $96,900+2.7% | $111,392-10.7% | $75,289+32.2% |
| Participation rate | 57.7% | 85.9%-28.2pp | 78.9%-21.1pp | 72.4%-14.7pp |
| Annual return | -14.23% | 1.66%-15.9pp | -2.06%-12.2pp | -0.04%-14.2pp |
| Employer contribution / active EE | $3,636 | $5,520-34.1% | $4,328-16.0% | $2,405+51.2% |
| Participant deferral / active EE | $4,159 | $6,494-35.9% | $5,567-25.3% | $3,739+11.3% |
| Admin fee / account holder | $77 | $105-26.8% | $12,266-99.4% | $102-24.8% |