Filed April 28, 2025 (most recent of 2 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 26 · EIN 71-0294708 | Advisory (Participants) | $37,622 |
Service code 99 · EIN 46-4984194 | Other Fees | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,187 | $39,286+129.6% | $80,716+11.7% | $79,386+13.6% |
| Participation rate | 61.7% | 41.0%+20.7pp | 54.2%+7.5pp | 70.7%-9.0pp |
| Annual return | 12.24% | 98.95%-86.7pp | 87.28%-75.0pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,492 | $594+151.3% | $1,160+28.6% | $2,427-38.5% |
| Participant deferral / active EE | $2,751 | $1,264+117.7% | $2,146+28.2% | $4,046-32.0% |
| Admin fee / account holder | $271 | $647-58.1% | $3,380-92.0% | $626-56.7% |