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 |
|---|---|---|
AMERIBEN2 years 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 | $64,460 | $98,750-34.7% | $149,696-56.9% | $79,858-19.3% |
| Participation rate | 49.3% | 75.8%-26.4pp | 82.5%-33.1pp | 69.6%-20.3pp |
| Annual return | 19.22% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,368 | $3,216-57.5% | $4,644-70.5% | $2,471-44.6% |
| Participant deferral / active EE | $2,853 | $5,680-49.8% | $6,842-58.3% | $3,740-23.7% |
| Admin fee / account holder | $44 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |