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 | $106,779 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,207 | $113,995-20.0% | $127,761-28.6% | $77,787+17.3% |
| Participation rate | 67.2% | 85.7%-18.5pp | 79.0%-11.8pp | 73.2%-6.0pp |
| Annual return | -15.95% | 26.09%-42.0pp | 26.14%-42.1pp | 32.57%-48.5pp |
| Employer contribution / active EE | $4,818 | $6,012-19.9% | $4,574+5.3% | $2,504+92.4% |
| Participant deferral / active EE | $5,614 | $7,267-22.7% | $6,021-6.8% | $3,967+41.5% |
| Admin fee / account holder | $113 | $108+5.1% | $9,395-98.8% | $100+13.2% |