Filed April 10, 2026 (most recent of 4 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 | $3,580 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,741 | $68,413+4.9% | $123,104-41.7% | $55,191+30.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 86.8%-2.2pp | 69.2%+15.5pp |
| Annual return | 1.88% | 6.30%-4.4pp | 13.22%-11.3pp | 10.78%-8.9pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,755 | $4,490+5.9% | $6,230-23.7% | $3,046+56.1% |
| Admin fee / account holder | $8 | $88-91.1% | $9,015-99.9% | $91-91.4% |