Filed September 1, 2026 (most recent of 4 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 |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $17,068 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,508 | $36,916-52.6% | $156,549-88.8% | $57,658-69.6% |
| Participation rate | 85.7% | 63.4%+22.3pp | 84.0%+1.7pp | 70.2%+15.5pp |
| Annual return | 6.07% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $264 | $1,571-83.2% | $5,501-95.2% | $1,974-86.6% |
| Participant deferral / active EE | $1,919 | $1,926-0.3% | $4,871-60.6% | $3,061-37.3% |
| Admin fee / account holder | $50 | $82-39.3% | $13,027-99.6% | $95-47.1% |