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 | $12,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,644 | $48,795+237.4% | $65,493+151.4% | $84,808+94.1% |
| Participation rate | 92.4% | 67.0%+25.4pp | 73.1%+19.3pp | 68.3%+24.1pp |
| Annual return | 15.93% | 20.20%-4.3pp | 982.45%-966.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,919 | $1,930+154.9% | $2,574+91.1% | $2,631+87.0% |
| Participant deferral / active EE | $12,318 | $2,928+320.6% | $3,961+211.0% | $4,212+192.5% |
| Admin fee / account holder | $110 | $3,877-97.2% | $5,028-97.8% | $7,344-98.5% |