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 | $15,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,721 | $72,482+21.0% | $129,110-32.1% | $64,808+35.4% |
| Participation rate | 59.6% | 79.2%-19.7pp | 77.3%-17.7pp | 71.5%-11.9pp |
| Annual return | -16.14% | -9.08%-7.1pp | -10.94%-5.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,636 | $4,247-37.9% | $5,052-47.8% | $2,506+5.2% |
| Participant deferral / active EE | $5,074 | $5,679-10.7% | $6,542-22.4% | $4,310+17.7% |
| Admin fee / account holder | $22 | $144-84.5% | $14,302-99.8% | $188-88.1% |