Filed September 28, 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 | $14,060 |
Annual investment return 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 | $96,801 | $75,183+28.8% | $123,892-21.9% | $55,167+75.5% |
| Participation rate | 95.4% | 72.8%+22.6pp | 81.4%+14.0pp | 69.0%+26.4pp |
| Annual return | -3.96% | 19.01%-23.0pp | 47.52%-51.5pp | 169.23%-173.2pp |
| Employer contribution / active EE | $1,546 | $2,823-45.2% | $4,617-66.5% | $1,963-21.2% |
| Participant deferral / active EE | $8,162 | $5,084+60.5% | $5,984+36.4% | $3,054+167.3% |
| Admin fee / account holder | $107 | $663-83.8% | $8,357-98.7% | $504-78.7% |