Filed September 28, 2026
Total covered: 6 employees
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,308 | $56,317+298.3% | $71,209+215.0% | $74,304+201.9% |
| Participation rate | 97.9% | 55.1%+42.7pp | 73.8%+24.1pp | 60.3%+37.5pp |
| Annual return | 23.44% | 42.83%-19.4pp | 282.51%-259.1pp | 29.43%-6.0pp |
| Employer contribution / active EE | $12,670 | $2,160+486.6% | $2,721+365.6% | $2,241+465.3% |
| Participant deferral / active EE | $15,168 | $2,788+444.1% | $4,175+263.3% | $3,767+302.6% |
| Admin fee / account holder | $7 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |