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 | $128,613 |
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 | $20,595 | $52,293-60.6% | $178,490-88.5% | $73,409-71.9% |
| Participation rate | 86.3% | 65.3%+21.0pp | 81.9%+4.4pp | 72.2%+14.1pp |
| Annual return | 3.48% | 34.75%-31.3pp | 151.07%-147.6pp | 59.29%-55.8pp |
| Employer contribution / active EE | $655 | $1,735-62.3% | $5,011-86.9% | $2,234-70.7% |
| Participant deferral / active EE | $1,975 | $2,332-15.3% | $5,202-62.0% | $3,805-48.1% |
| Admin fee / account holder | $127 | $127-0.1% | $13,984-99.1% | $158-19.4% |