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 | -$4,827 |
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 | $68,279 | $88,515-22.9% | $162,163-57.9% | $67,579+1.0% |
| Participation rate | 99.1% | 86.8%+12.3pp | 87.6%+11.5pp | 71.3%+27.8pp |
| Annual return | 22.08% | 27.04%-5.0pp | 115.59%-93.5pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,614 | $3,563-54.7% | $5,614-71.3% | $2,148-24.9% |
| Participant deferral / active EE | $5,076 | $5,724-11.3% | $7,298-30.4% | $3,539+43.4% |
| Admin fee / account holder | -$1 | $124-100.4% | $10,843-100.0% | $142-100.4% |