Filed May 19, 2026 (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 | $425 |
Employer contribution per participant 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 | $117,770 | $122,239-3.7% | $184,203-36.1% | $74,495+58.1% |
| Participation rate | 82.9% | 85.5%-2.6pp | 86.8%-3.9pp | 67.2%+15.7pp |
| Annual return | 16.38% | 19.95%-3.6pp | 28.81%-12.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,783 | $7,139-33.0% | $9,131-47.6% | $4,346+10.1% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |