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 | $8,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,617 | $48,230+210.2% | $67,502+121.6% | $80,856+85.0% |
| Participation rate | 96.1% | 66.4%+29.7pp | 72.9%+23.2pp | 67.6%+28.5pp |
| Annual return | 11.87% | 18.28%-6.4pp | 3512.12%-3500.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,758 | $2,020+135.6% | $2,731+74.2% | $2,755+72.7% |
| Participant deferral / active EE | $12,040 | $2,924+311.8% | $4,000+201.0% | $4,296+180.3% |
| Admin fee / account holder | $74 | $3,681-98.0% | $3,998-98.1% | $6,918-98.9% |