Filed April 21, 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 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 15 · EIN 01-0233346 | Recordkeeping | $248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,167 | $77,634-70.2% | $156,549-85.2% | $62,891-63.2% |
| Participation rate | 52.2% | 71.2%-19.0pp | 84.0%-31.8pp | 69.3%-17.1pp |
| Annual return | -3.03% | 50.32%-53.3pp | 32.23%-35.3pp | 20.14%-23.2pp |
| Employer contribution / active EE | $449 | $3,444-87.0% | $5,501-91.8% | $2,281-80.3% |
| Participant deferral / active EE | $2,264 | $3,045-25.6% | $4,871-53.5% | $3,203-29.3% |
| Admin fee / account holder | $128 | $5,561-97.7% | $13,027-99.0% | $4,296-97.0% |