Filed March 6, 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 37 · EIN 04-2647786 | Loan Processing | $18,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,138 | $60,989+129.8% | $60,874+130.2% | $66,914+109.4% |
| Participation rate | 97.5% | 74.5%+23.1pp | 73.1%+24.4pp | 69.8%+27.7pp |
| Annual return | -15.07% | -9.60%-5.5pp | 16.90%-32.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,530 | $2,661+70.3% | $2,701+67.7% | $2,544+78.0% |
| Participant deferral / active EE | $12,043 | $3,615+233.2% | $3,817+215.5% | $4,237+184.3% |
| Admin fee / account holder | $135 | $338-60.1% | $3,224-95.8% | $593-77.2% |