Filed September 28, 2026
Total covered: 6 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 | $200 |
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 | $156,297 | $54,762+185.4% | $90,281+73.1% | $72,985+114.2% |
| Participation rate | 95.4% | 65.1%+30.3pp | 73.3%+22.1pp | 69.5%+25.9pp |
| Annual return | 21.91% | 30.63%-8.7pp | 78.10%-56.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $10,210 | $2,092+387.9% | $2,854+257.7% | $2,440+318.5% |
| Participant deferral / active EE | $11,479 | $2,887+297.6% | $3,885+195.4% | $3,607+218.2% |
| Admin fee / account holder | $1 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |