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.
See the 10-year trajectory with Solo.
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 | -$11 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,652 | $58,264+187.7% | $86,612+93.6% | $71,457+134.6% |
| Participation rate | 91.7% | 65.0%+26.7pp | 71.7%+20.0pp | 67.9%+23.8pp |
| Annual return | 24.91% | 21.63%+3.3pp | 591.07%-566.2pp | 28.85%-3.9pp |
| Employer contribution / active EE | $11,700 | $2,574+354.6% | $3,022+287.1% | $2,588+352.2% |
| Participant deferral / active EE | $13,823 | $3,436+302.3% | $4,438+211.5% | $4,289+222.3% |
| Admin fee / account holder | $4 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |