Filed December 9, 2025
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 | -$692 |
Form 5500 reported that benefits due were not provided when due.
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 | $59,192 | $80,005-26.0% | $140,016-57.7% | $55,725+6.2% |
| Participation rate | 99.3% | 87.0%+12.3pp | 87.5%+11.8pp | 70.9%+28.4pp |
| Annual return | -4.75% | 0.46%-5.2pp | 651.12%-655.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,490 | $3,403-56.2% | $5,606-73.4% | $2,078-28.3% |
| Participant deferral / active EE | $4,560 | $5,264-13.4% | $6,927-34.2% | $3,356+35.9% |
| Admin fee / account holder | $2 | $116-98.2% | $10,705-100.0% | $115-98.2% |