Filed September 2, 2026 (most recent of 3 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 |
|---|---|---|
AMERIBEN1 year Service code 13 · EIN 82-0360424 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,783 | $89,355-48.8% | $141,162-67.6% | $72,985-37.3% |
| Participation rate | 54.6% | 75.1%-20.5pp | 82.5%-27.8pp | 69.5%-14.8pp |
| Annual return | 32.57% | 111.85%-79.3pp | 71.39%-38.8pp | 81.00%-48.4pp |
| Employer contribution / active EE | $1,228 | $3,114-60.6% | $4,735-74.1% | $2,440-49.7% |
| Participant deferral / active EE | $2,574 | $5,418-52.5% | $6,709-61.6% | $3,607-28.6% |
| Admin fee / account holder | $38 | $5,958-99.4% | $10,261-99.6% | $5,124-99.3% |