Filed April 20, 2026 (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 | $11,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,128 | $82,683-12.8% | $133,980-46.2% | $65,292+10.5% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.1%+11.9pp | 72.4%+26.6pp |
| Annual return | 6.95% | 9.63%-2.7pp | 29.30%-22.3pp | 11.84%-4.9pp |
| Employer contribution / active EE | $4,851 | $3,583+35.4% | $5,211-6.9% | $2,302+110.8% |
| Participant deferral / active EE | $3,960 | $5,190-23.7% | $6,282-37.0% | $3,579+10.7% |
| Admin fee / account holder | -$2 | $66-102.6% | $9,324-100.0% | $57-103.0% |