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 | $3,800 |
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 | $21,453 | $139,618-84.6% | $100,516-78.7% | $106,222-79.8% |
| Participation rate | 88.0% | 83.2%+4.8pp | 79.4%+8.6pp | 70.8%+17.2pp |
| Annual return | 17.06% | 22.24%-5.2pp | 30.89%-13.8pp | 21.69%-4.6pp |
| Employer contribution / active EE | $4,271 | $3,379+26.4% | $3,418+25.0% | $2,723+56.8% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $6,270-100.0% | $4,600-100.0% |
| Admin fee / account holder | $0 | $91-99.8% | $8,081-100.0% | $78-99.8% |