Filed July 29, 2026 (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 55 · EIN 38-1961943 | Other Commissions | $111,534 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,761 |
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 | $75,473 | $79,519-5.1% | $95,952-21.3% | $73,409+2.8% |
| Participation rate | 96.7% | 81.2%+15.6pp | 77.1%+19.7pp | 72.2%+24.6pp |
| Annual return | 2.64% | 19.20%-16.6pp | 91.61%-89.0pp | 59.29%-56.6pp |
| Employer contribution / active EE | $5,438 | $2,048+165.6% | $2,541+114.0% | $2,234+143.5% |
| Participant deferral / active EE | $5,960 | $4,138+44.0% | $4,167+43.0% | $3,805+56.6% |
| Admin fee / account holder | -$18 | $184-109.7% | $6,795-100.3% | $158-111.3% |