Filed January 16, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,758 | $84,517+53.5% | $133,956-3.1% | $93,223+39.2% |
| Participation rate | 93.0% | 81.9%+11.2pp | 79.8%+13.2pp | 74.9%+18.1pp |
| Annual return | 16.41% | 16.66%-0.2pp | 45.09%-28.7pp | 19.29%-2.9pp |
| Employer contribution / active EE | $2,196 | $2,296-4.3% | $3,919-44.0% | $2,680-18.0% |
| Participant deferral / active EE | $5,151 | $4,286+20.2% | $5,048+2.1% | $4,563+12.9% |
| Admin fee / account holder | -$109 | $66-264.7% | $8,927-101.2% | $79-237.5% |