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 | $1,993 |
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 | $143,213 | $61,214+134.0% | $83,333+71.9% | $56,287+154.4% |
| Participation rate | 97.1% | 72.6%+24.6pp | 77.8%+19.4pp | 69.9%+27.3pp |
| Annual return | -3.68% | 0.42%-4.1pp | 10.63%-14.3pp | -9.96%+6.3pp |
| Employer contribution / active EE | $4,378 | $1,925+127.4% | $3,379+29.6% | $2,111+107.4% |
| Participant deferral / active EE | $8,120 | $5,091+59.5% | $5,565+45.9% | $3,350+142.4% |
| Admin fee / account holder | $38 | $512-92.6% | $7,510-99.5% | $521-92.8% |