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 38-2722519 | Other Commissions | $45,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,607 | $106,236-51.4% | $112,228-54.0% | $64,808-20.4% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.1%+21.1pp | 71.5%+24.7pp |
| Annual return | -17.01% | -6.02%-11.0pp | 27.45%-44.5pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,094 | $3,166-33.9% | $3,635-42.4% | $2,506-16.4% |
| Participant deferral / active EE | $8,200 | $3,785+116.6% | $4,728+73.4% | $4,310+90.2% |
| Admin fee / account holder | $8 | $452-98.2% | $6,410-99.9% | $188-95.8% |