Filed March 25, 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 | $157,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,504 | $71,957+157.8% | $67,652+174.2% | $59,188+213.4% |
| Participation rate | 98.4% | 82.7%+15.7pp | 75.7%+22.7pp | 69.4%+29.0pp |
| Annual return | 3.37% | 8.53%-5.2pp | 6625.04%-6621.7pp | 5.51%-2.1pp |
| Employer contribution / active EE | $5,160 | $2,432+112.2% | $2,266+127.8% | $2,098+146.0% |
| Participant deferral / active EE | $8,152 | $4,211+93.6% | $3,560+129.0% | $3,265+149.7% |
| Admin fee / account holder | $50 | $64-22.6% | $4,821-99.0% | $92-46.1% |