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 | $20,139 |
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 | $122,072 | $75,388+61.9% | $123,544-1.2% | $55,725+119.1% |
| Participation rate | 84.5% | 75.7%+8.8pp | 82.3%+2.2pp | 70.9%+13.7pp |
| Annual return | 11.90% | 4.48%+7.4pp | 119.20%-107.3pp | 244.93%-233.0pp |
| Employer contribution / active EE | $1,430 | $3,063-53.3% | $4,628-69.1% | $2,078-31.2% |
| Participant deferral / active EE | $7,965 | $5,651+40.9% | $6,426+24.0% | $3,356+137.4% |
| Admin fee / account holder | $119 | $120-1.0% | $9,284-98.7% | $115+3.0% |