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 | $13,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,909 | $46,553+228.5% | $64,056+138.7% | $75,163+103.4% |
| Participation rate | 94.4% | 65.9%+28.4pp | 72.3%+22.1pp | 67.2%+27.2pp |
| Annual return | 15.90% | 26.03%-10.1pp | 33.69%-17.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,816 | $1,974+144.0% | $2,747+75.4% | $2,670+80.4% |
| Participant deferral / active EE | $13,024 | $2,837+359.1% | $3,880+235.7% | $4,125+215.7% |
| Admin fee / account holder | $110 | $2,952-96.3% | $3,068-96.4% | $5,651-98.1% |