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 | $201,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,361 | $80,211+142.3% | $74,183+162.0% | $63,975+203.8% |
| Participation rate | 98.9% | 84.2%+14.7pp | 76.6%+22.3pp | 71.1%+27.8pp |
| Annual return | 7.31% | 14.13%-6.8pp | 17.74%-10.4pp | 48.65%-41.3pp |
| Employer contribution / active EE | $5,299 | $2,553+107.5% | $2,370+123.6% | $2,182+142.9% |
| Participant deferral / active EE | $8,309 | $4,370+90.1% | $3,550+134.1% | $3,356+147.5% |
| Admin fee / account holder | $61 | $67-9.8% | $5,586-98.9% | $70-13.9% |