Filed August 18, 2026 (most recent of 2 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 | $5,416 |
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 | $37,154 | $45,382-18.1% | $154,107-75.9% | $75,289-50.7% |
| Participation rate | 70.5% | 65.9%+4.6pp | 83.0%-12.5pp | 72.4%-1.9pp |
| Annual return | -4.29% | -0.47%-3.8pp | 735.12%-739.4pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,722 | $1,533+12.3% | $5,298-67.5% | $2,405-28.4% |
| Participant deferral / active EE | $1,562 | $2,384-34.5% | $5,081-69.3% | $3,739-58.2% |
| Admin fee / account holder | $4 | $89-95.7% | $13,411-100.0% | $102-96.3% |