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 | -$2,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,865 | $136,307-0.3% | $177,821-23.6% | $73,488+84.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 18.48% | 18.68%-0.2pp | 48.32%-29.8pp | 28.51%-10.0pp |
| Employer contribution / active EE | $5,247 | $3,712+41.4% | $5,918-11.3% | $2,270+131.1% |
| Participant deferral / active EE | $8,096 | $5,829+38.9% | $7,714+5.0% | $3,740+116.5% |
| Admin fee / account holder | $37 | $596-93.8% | $12,427-99.7% | $513-92.8% |