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 | $13,049 |
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 | $75,221 | $82,917-9.3% | $103,333-27.2% | $77,643-3.1% |
| Participation rate | 86.7% | 71.6%+15.2pp | 74.5%+12.2pp | 70.6%+16.2pp |
| Annual return | 16.78% | 19.13%-2.3pp | 24.88%-8.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,877 | $3,552-47.2% | $3,868-51.5% | $2,726-31.1% |
| Participant deferral / active EE | $5,159 | $4,108+25.6% | $5,057+2.0% | $4,647+11.0% |
| Admin fee / account holder | $35 | $638-94.5% | $8,355-99.6% | $430-91.8% |