Filed July 7, 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 3-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 | $57,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,247 | $50,458+23.4% | $159,960-61.1% | $64,808-4.0% |
| Participation rate | 87.2% | 68.0%+19.2pp | 78.0%+9.3pp | 71.5%+15.8pp |
| Annual return | -7.94% | -13.42%+5.5pp | 408.60%-416.5pp | 32.82%-40.8pp |
| Employer contribution / active EE | $2,134 | $1,722+23.9% | $4,226-49.5% | $2,506-14.9% |
| Participant deferral / active EE | $5,010 | $4,004+25.1% | $6,182-19.0% | $4,310+16.2% |
| Admin fee / account holder | $91 | $706-87.1% | $8,698-99.0% | $188-51.6% |