Filed October 22, 2025
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 15 · EIN 01-0233346 | Recordkeeping | $1,494 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,320-100.0% | $67,652-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.7%-75.7pp | 68.1%-68.1pp |
| Annual return | -1.93% | 6.81%-8.7pp | 6625.04%-6627.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $664 | $1,544-57.0% | $2,266-70.7% | $1,882-64.7% |
| Participant deferral / active EE | $1,948 | $2,950-34.0% | $3,560-45.3% | $3,022-35.6% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |