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 | $93,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,315 | $50,815-46.2% | $155,509-82.4% | $77,643-64.8% |
| Participation rate | 80.6% | 63.1%+17.5pp | 78.2%+2.4pp | 70.6%+10.1pp |
| Annual return | 14.76% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $757 | $1,993-62.0% | $4,672-83.8% | $2,726-72.2% |
| Participant deferral / active EE | $2,798 | $2,822-0.8% | $5,626-50.3% | $4,647-39.8% |
| Admin fee / account holder | $84 | $437-80.8% | $15,912-99.5% | $430-80.5% |