Filed July 23, 2025
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 | $30,174 |
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 | $97,273 | $98,982-1.7% | $162,163-40.0% | $65,185+49.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.08% | 24.84%-1.8pp | 115.59%-92.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $4,681 | $3,467+35.0% | $5,614-16.6% | $2,177+115.1% |
| Participant deferral / active EE | $4,889 | $5,384-9.2% | $7,298-33.0% | $3,514+39.1% |
| Admin fee / account holder | $130 | $596-78.2% | $10,843-98.8% | $847-84.6% |