Filed April 13, 2026 (most recent of 7 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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,208 | $102,382+14.5% | $147,005-20.3% | $80,874+44.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 15.26% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,853 | $3,715+3.7% | $4,934-21.9% | $2,756+39.8% |
| Participant deferral / active EE | $9,780 | $6,646+47.2% | $8,070+21.2% | $4,297+127.6% |
| Admin fee / account holder | $13 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |