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 | $115,695 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,614 | $62,928-68.8% | $172,739-88.6% | $67,579-71.0% |
| Participation rate | 88.3% | 64.5%+23.8pp | 82.6%+5.6pp | 71.3%+17.0pp |
| Annual return | 5.86% | 30.36%-24.5pp | 802.84%-797.0pp | 378.56%-372.7pp |
| Employer contribution / active EE | $616 | $1,636-62.4% | $5,143-88.0% | $2,148-71.3% |
| Participant deferral / active EE | $1,904 | $2,145-11.2% | $5,198-63.4% | $3,539-46.2% |
| Admin fee / account holder | $119 | $167-28.4% | $13,954-99.1% | $142-16.2% |