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 | -$12,350 |
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 | $78,314 | $102,197-23.4% | $142,449-45.0% | $74,419+5.2% |
| Participation rate | 51.6% | 79.8%-28.2pp | 76.8%-25.2pp | 70.7%-19.1pp |
| Annual return | 0.90% | 19.73%-18.8pp | 19.99%-19.1pp | 34.38%-33.5pp |
| Employer contribution / active EE | $2,251 | $5,052-55.4% | $4,847-53.6% | $2,637-14.6% |
| Participant deferral / active EE | $6,466 | $6,304+2.6% | $6,283+2.9% | $4,528+42.8% |
| Admin fee / account holder | $2 | $186-99.1% | $10,011-100.0% | $348-99.5% |