Filed May 8, 2026 (most recent of 4 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 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $118,006 | $98,982+19.2% | $162,163-27.2% | $65,185+81.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 25.46% | 24.84%+0.6pp | 115.59%-90.1pp | 29.38%-3.9pp |
| Employer contribution / active EE | $6,930 | $3,467+99.9% | $5,614+23.4% | $2,177+218.4% |
| Participant deferral / active EE | $7,842 | $5,384+45.6% | $7,298+7.5% | $3,514+123.2% |
| Admin fee / account holder | $12 | $596-98.0% | $10,843-99.9% | $847-98.6% |