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 | $6,308 |
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 | $45,421 | $47,456-4.3% | $172,739-73.7% | $77,787-41.6% |
| Participation rate | 75.1% | 66.3%+8.8pp | 82.6%-7.5pp | 73.2%+1.9pp |
| Annual return | 21.60% | 35.57%-14.0pp | 802.84%-781.2pp | 32.57%-11.0pp |
| Employer contribution / active EE | $2,044 | $1,574+29.9% | $5,143-60.3% | $2,504-18.4% |
| Participant deferral / active EE | $1,937 | $2,560-24.3% | $5,198-62.7% | $3,967-51.2% |
| Admin fee / account holder | $4 | $81-94.7% | $13,954-100.0% | $100-95.7% |