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 | $4,350 |
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 | $17,540 | $116,243-84.9% | $91,989-80.9% | $89,569-80.4% |
| Participation rate | 84.9% | 84.8%+0.1pp | 78.6%+6.3pp | 69.6%+15.4pp |
| Annual return | 24.16% | 23.75%+0.4pp | 69.02%-44.9pp | 34.56%-10.4pp |
| Employer contribution / active EE | $3,630 | $3,226+12.5% | $3,452+5.2% | $2,584+40.5% |
| Participant deferral / active EE | $0 | $7,519-100.0% | $5,923-100.0% | $4,220-100.0% |
| Admin fee / account holder | $0 | $82-99.8% | $7,743-100.0% | $72-99.7% |