Filed April 21, 2025 (most recent of 4 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 | -$56,662 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $515,391 | $331,159+55.6% | $112,887+356.6% | $74,419+592.6% |
| Participation rate | 97.5% | 81.4%+16.1pp | 80.5%+17.0pp | 70.7%+26.7pp |
| Annual return | 18.62% | 21.62%-3.0pp | 34.10%-15.5pp | 34.38%-15.8pp |
| Employer contribution / active EE | $21,296 | $5,469+289.4% | $4,563+366.7% | $2,637+707.5% |
| Participant deferral / active EE | $12,603 | $8,097+55.7% | $6,513+93.5% | $4,528+178.3% |
| Admin fee / account holder | -$175 | $281-162.2% | $7,047-102.5% | $348-150.2% |