Filed September 28, 2026
Total covered: 6 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,535 | $63,745+200.5% | $98,442+94.6% | $79,386+141.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 17.42% | 625.80%-608.4pp | 1492.73%-1475.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $11,282 | $2,557+341.3% | $2,960+281.2% | $2,427+364.8% |
| Participant deferral / active EE | $12,723 | $3,303+285.2% | $4,276+197.5% | $4,046+214.5% |
| Admin fee / account holder | $3 | $516-99.4% | $5,949-99.9% | $626-99.5% |