Filed May 12, 2026
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 | $18,521 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,369 |
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 | $50,268 | $58,726-14.4% | $92,233-45.5% | $62,292-19.3% |
| Participation rate | 93.5% | 68.3%+25.1pp | 76.5%+17.0pp | 69.5%+24.0pp |
| Annual return | 20.88% | 43.62%-22.7pp | 176.28%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,964 | $2,392-17.9% | $3,679-46.6% | $2,042-3.8% |
| Participant deferral / active EE | $6,227 | $2,766+125.2% | $3,897+59.8% | $3,169+96.5% |
| Admin fee / account holder | $13 | $556-97.7% | $5,194-99.8% | $479-97.4% |