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 | $1,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,594 | $121,341+35.6% | $189,513-13.1% | $79,386+107.3% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.8%+10.4pp | 70.7%+27.5pp |
| Annual return | 17.24% | 21.08%-3.8pp | 555.15%-537.9pp | 116.85%-99.6pp |
| Employer contribution / active EE | $5,363 | $3,915+37.0% | $6,162-13.0% | $2,427+120.9% |
| Participant deferral / active EE | $7,988 | $6,395+24.9% | $8,221-2.8% | $4,046+97.5% |
| Admin fee / account holder | $10 | $651-98.5% | $12,045-99.9% | $626-98.5% |