Filed May 8, 2025 (most recent of 2 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 | $1,925 |
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 | $132,081 | $111,608+18.3% | $177,821-25.7% | $73,409+79.9% |
| Participation rate | 88.3% | 87.9%+0.4pp | 87.7%+0.6pp | 72.2%+16.1pp |
| Annual return | 14.02% | 18.23%-4.2pp | 48.32%-34.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $6,767 | $3,796+78.3% | $5,918+14.3% | $2,234+203.0% |
| Participant deferral / active EE | $4,039 | $6,199-34.8% | $7,714-47.6% | $3,805+6.1% |
| Admin fee / account holder | $6 | $166-96.6% | $12,427-100.0% | $158-96.4% |