Filed September 3, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $2,925 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,840 | $86,496-89.8% | $80,975-89.1% | $329,111-97.3% |
| Participation rate | 80.2% | 80.0%+0.2pp | 75.8%+4.4pp | 67.9%+12.3pp |
| Annual return | 10.31% | 20.13%-9.8pp | 17.10%-6.8pp | 16.35%-6.0pp |
| Employer contribution / active EE | $3,133 | $2,395+30.8% | $3,714-15.6% | $2,303+36.0% |
| Participant deferral / active EE | $0 | $5,350-100.0% | $5,696-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $69-99.7% | $5,516-100.0% | $754-100.0% |