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 | $38,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,525 | $92,303+13.2% | $152,466-31.4% | $86,799+20.4% |
| Participation rate | 63.9% | 81.1%-17.2pp | 78.2%-14.3pp | 72.3%-8.4pp |
| Annual return | 13.22% | 531.69%-518.5pp | 757.33%-744.1pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,207 | $3,748-41.1% | $4,327-49.0% | $2,405-8.3% |
| Participant deferral / active EE | $4,276 | $5,599-23.6% | $5,820-26.5% | $4,131+3.5% |
| Admin fee / account holder | $55 | $150-63.4% | $15,805-99.7% | $170-67.7% |