Filed August 3, 2026 (most recent of 13 filings on file)
Total covered: 57 employees
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 | $68,336 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $27,751 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,546 | $104,697-82.3% | $96,544-80.8% | $80,160-76.9% |
| Participation rate | 82.7% | 86.4%-3.6pp | 76.0%+6.8pp | 72.9%+9.8pp |
| Annual return | 16.57% | 21.78%-5.2pp | 25.84%-9.3pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,743 | $3,536-50.7% | $2,965-41.2% | $2,978-41.5% |
| Participant deferral / active EE | $2,612 | $6,188-57.8% | $4,851-46.2% | $5,017-47.9% |
| Admin fee / account holder | $44 | $107-59.2% | $8,252-99.5% | $145-70.0% |