Filed December 5, 2025 (most recent of 3 filings on file)
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 | $108,717 |
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 | $17,551 | $37,196-52.8% | $154,107-88.6% | $55,725-68.5% |
| Participation rate | 87.7% | 64.1%+23.7pp | 83.0%+4.7pp | 70.9%+16.9pp |
| Annual return | 13.62% | 1319.68%-1306.1pp | 735.12%-721.5pp | 244.93%-231.3pp |
| Employer contribution / active EE | $515 | $1,614-68.1% | $5,298-90.3% | $2,078-75.2% |
| Participant deferral / active EE | $1,596 | $2,068-22.8% | $5,081-68.6% | $3,356-52.4% |
| Admin fee / account holder | $107 | $102+5.6% | $13,411-99.2% | $115-6.8% |