Filed August 4, 2026
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 | $856 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,447 | $60,165+7.1% | $74,183-13.1% | $55,167+16.8% |
| Participation rate | 88.0% | 74.2%+13.8pp | 76.6%+11.4pp | 69.0%+19.0pp |
| Annual return | 8.54% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,983 | $2,973+34.0% | $3,550+12.2% | $3,054+30.4% |
| Admin fee / account holder | $8 | $419-98.0% | $5,586-99.9% | $504-98.4% |