Filed May 19, 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 55 · EIN 38-1961943 | Other Commissions | $6,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,500 |
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 | $32,771 | $46,173-29.0% | $170,442-80.8% | $69,631-52.9% |
| Participation rate | 91.9% | 63.9%+28.0pp | 83.6%+8.3pp | 70.7%+21.2pp |
| Annual return | 16.86% | 21.62%-4.8pp | 205.93%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,449 | $1,610-10.0% | $5,433-73.3% | $2,032-28.7% |
| Participant deferral / active EE | $2,677 | $2,080+28.7% | $4,939-45.8% | $3,224-16.9% |
| Admin fee / account holder | $13 | $116-88.8% | $13,880-99.9% | $110-88.2% |