Filed September 26, 2025 (most recent of 5 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 | $26,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,502 | $111,491+59.2% | $189,513-6.3% | $86,799+104.5% |
| Participation rate | 98.7% | 87.3%+11.3pp | 87.8%+10.9pp | 72.3%+26.4pp |
| Annual return | 15.06% | 83.50%-68.4pp | 555.15%-540.1pp | 97.91%-82.8pp |
| Employer contribution / active EE | $6,655 | $3,951+68.4% | $6,162+8.0% | $2,405+176.7% |
| Participant deferral / active EE | $8,193 | $6,437+27.3% | $8,221-0.3% | $4,131+98.3% |
| Admin fee / account holder | $50 | $189-73.3% | $12,045-99.6% | $170-70.3% |