Filed April 15, 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 | $3,314 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,234 | $48,313+159.2% | $73,307+70.8% | $52,331+139.3% |
| Participation rate | 99.3% | 68.6%+30.8pp | 74.9%+24.4pp | 68.1%+31.2pp |
| Annual return | 0.44% | 3.85%-3.4pp | 5.67%-5.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,422 | $1,661+106.0% | $3,237+5.7% | $1,882+81.9% |
| Participant deferral / active EE | $6,143 | $4,189+46.7% | $4,991+23.1% | $3,022+103.3% |
| Admin fee / account holder | $31 | $404-92.4% | $5,637-99.5% | $592-94.8% |