Filed April 28, 2026
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 7-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 42-0127290 | Contract Administrator | $1,725 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,644 | $78,483-16.4% | $106,201-38.2% | $74,546-11.9% |
| Participation rate | 98.1% | 72.8%+25.3pp | 75.3%+22.8pp | 67.2%+30.8pp |
| Annual return | 16.51% | 15.94%+0.6pp | 116.26%-99.7pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $4,214 | $2,522+67.1% | $3,170+32.9% | $2,624+60.6% |
| Participant deferral / active EE | $9,883 | $4,320+128.7% | $5,012+97.2% | $4,347+127.3% |
| Admin fee / account holder | $14 | $2,236-99.4% | $11,039-99.9% | $1,944-99.3% |