Filed April 30, 2026
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 9-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 13 · EIN 42-0127290 | Contract Administrator | $10,508 |
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 | $87,669 | $92,971-5.7% | $96,683-9.3% | $74,419+17.8% |
| Participation rate | 81.6% | 71.5%+10.1pp | 74.3%+7.3pp | 70.7%+10.9pp |
| Annual return | 21.28% | 37.49%-16.2pp | 35.69%-14.4pp | 34.38%-13.1pp |
| Employer contribution / active EE | $2,223 | $3,426-35.1% | $3,737-40.5% | $2,637-15.7% |
| Participant deferral / active EE | $5,922 | $3,970+49.2% | $4,878+21.4% | $4,528+30.8% |
| Admin fee / account holder | $38 | $633-94.0% | $6,730-99.4% | $348-89.1% |