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 | $141,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,659 | $46,292-51.1% | $143,757-84.2% | $64,808-65.0% |
| Participation rate | 91.4% | 64.2%+27.2pp | 80.3%+11.1pp | 71.5%+19.9pp |
| Annual return | -13.79% | -10.05%-3.7pp | -0.04%-13.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $699 | $1,910-63.4% | $4,951-85.9% | $2,506-72.1% |
| Participant deferral / active EE | $2,776 | $2,646+4.9% | $5,637-50.8% | $4,310-35.6% |
| Admin fee / account holder | $137 | $154-10.8% | $14,673-99.1% | $188-27.0% |