Filed December 15, 2025
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 5-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 | $123,419 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,126 |
TOPEL FORMAN LLC1 year Filed as: TOPEL FORMAN Service code 10 · EIN 36-2469413 | Accounting | $14,900 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $12,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,276 | $129,095-20.8% | $184,200-44.5% | $77,671+31.7% |
| Participation rate | 96.6% | 87.3%+9.3pp | 86.8%+9.8pp | 70.6%+26.0pp |
| Annual return | 17.80% | 33.29%-15.5pp | 28.80%-11.0pp | 31.21%-13.4pp |
| Employer contribution / active EE | $4,499 | $4,410+2.0% | $6,424-30.0% | $2,726+65.0% |
| Participant deferral / active EE | $12,715 | $7,300+74.2% | $9,132+39.2% | $4,648+173.6% |
| Admin fee / account holder | $118 | $256-53.8% | $13,907-99.2% | $430-72.6% |