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 | $47,143 |
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 | $205,056 | $66,813+206.9% | $100,516+104.0% | $73,488+179.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 14.32% | 25.70%-11.4pp | 30.89%-16.6pp | 28.51%-14.2pp |
| Employer contribution / active EE | $6,347 | $2,147+195.7% | $3,418+85.7% | $2,270+179.6% |
| Participant deferral / active EE | $8,766 | $5,883+49.0% | $6,270+39.8% | $3,740+134.4% |
| Admin fee / account holder | $299 | $512-41.5% | $8,081-96.3% | $513-41.6% |