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 | $52,397 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,550 | $94,621+7.3% | $138,135-26.5% | $73,409+38.3% |
| Participation rate | 69.4% | 83.4%-14.1pp | 78.7%-9.4pp | 72.2%-2.8pp |
| Annual return | 5.54% | 16.57%-11.0pp | 20.51%-15.0pp | 59.29%-53.8pp |
| Employer contribution / active EE | $3,361 | $4,410-23.8% | $5,587-39.8% | $2,234+50.5% |
| Participant deferral / active EE | $6,495 | $6,199+4.8% | $6,431+1.0% | $3,805+70.7% |
| Admin fee / account holder | $73 | $140-48.3% | $11,856-99.4% | $158-54.1% |