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 | $23,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,606 |
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 | $48,338 | $55,449-12.8% | $83,848-42.4% | $56,287-14.1% |
| Participation rate | 92.6% | 68.0%+24.5pp | 76.1%+16.4pp | 69.9%+22.7pp |
| Annual return | -5.57% | -1.38%-4.2pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,983 | $2,430-18.4% | $3,631-45.4% | $2,111-6.0% |
| Participant deferral / active EE | $6,193 | $2,935+111.0% | $4,082+51.7% | $3,350+84.9% |
| Admin fee / account holder | $13 | $656-98.1% | $5,478-99.8% | $521-97.6% |