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 38-2722519 | Other Commissions | $105,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,390 |
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 | $95,726 | $185,342-48.4% | $111,297-14.0% | $86,799+10.3% |
| Participation rate | 97.5% | 81.0%+16.6pp | 77.3%+20.2pp | 72.3%+25.3pp |
| Annual return | 25.56% | 500.80%-475.2pp | 54.65%-29.1pp | 97.91%-72.3pp |
| Employer contribution / active EE | $4,825 | $2,246+114.8% | $2,731+76.7% | $2,405+100.6% |
| Participant deferral / active EE | $5,630 | $4,458+26.3% | $4,487+25.5% | $4,131+36.3% |
| Admin fee / account holder | -$23 | $255-109.2% | $7,964-100.3% | $170-113.9% |