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 | $139,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,608 | $56,485-56.4% | $185,823-86.8% | $86,799-71.6% |
| Participation rate | 86.4% | 65.5%+20.9pp | 81.7%+4.7pp | 72.3%+14.1pp |
| Annual return | 26.49% | 118.04%-91.5pp | 122.05%-95.6pp | 97.91%-71.4pp |
| Employer contribution / active EE | $700 | $1,843-62.0% | $5,167-86.5% | $2,405-70.9% |
| Participant deferral / active EE | $2,255 | $2,553-11.7% | $5,568-59.5% | $4,131-45.4% |
| Admin fee / account holder | $127 | $150-15.0% | $16,237-99.2% | $170-25.0% |