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 | $78,485-16.4% | $106,213-38.2% | $74,495-11.9% |
| Participation rate | 98.1% | 72.8%+25.2pp | 75.3%+22.8pp | 67.2%+30.9pp |
| Annual return | 16.51% | 15.95%+0.6pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,214 | $2,523+67.0% | $3,171+32.9% | $2,623+60.6% |
| Participant deferral / active EE | $9,883 | $4,322+128.6% | $5,016+97.0% | $4,346+127.4% |
| Admin fee / account holder | $14 | $2,232-99.4% | $11,033-99.9% | $1,942-99.3% |