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 | $114,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,213 | $88,890+22.9% | $102,423+6.6% | $77,643+40.7% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.5%+18.6pp | 70.6%+24.6pp |
| Annual return | 13.81% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,955 | $2,698+83.7% | $3,023+63.9% | $2,726+81.8% |
| Participant deferral / active EE | $6,343 | $5,145+23.3% | $5,053+25.5% | $4,647+36.5% |
| Admin fee / account holder | -$23 | $235-109.9% | $9,451-100.2% | $430-105.4% |