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 |
|---|---|---|
Service code 13 · EIN 92-1664169 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,801 | $82,664-44.6% | $125,339-63.5% | $68,494-33.1% |
| Participation rate | 42.5% | 75.0%-32.5pp | 82.4%-39.9pp | 67.9%-25.4pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,221 | $3,381-63.9% | $4,814-74.6% | $2,596-53.0% |
| Participant deferral / active EE | $2,216 | $6,110-63.7% | $7,446-70.2% | $4,027-45.0% |
| Admin fee / account holder | $10 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |