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 | $95,014 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,902 | $47,126-47.2% | $149,673-83.4% | $74,419-66.5% |
| Participation rate | 84.1% | 63.4%+20.7pp | 78.8%+5.4pp | 70.7%+13.4pp |
| Annual return | 10.93% | 22.75%-11.8pp | 134.42%-123.5pp | 34.38%-23.5pp |
| Employer contribution / active EE | $762 | $1,905-60.0% | $4,818-84.2% | $2,637-71.1% |
| Participant deferral / active EE | $2,710 | $2,728-0.7% | $5,680-52.3% | $4,528-40.2% |
| Admin fee / account holder | $90 | $343-73.7% | $13,210-99.3% | $348-74.1% |