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 | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,140 | $60,323+201.9% | $81,812+122.6% | $74,495+144.5% |
| Participation rate | 96.5% | 62.9%+33.7pp | 72.3%+24.2pp | 67.2%+29.3pp |
| Annual return | 18.24% | 16.90%+1.3pp | 773.79%-755.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $12,255 | $2,620+367.7% | $2,912+320.8% | $2,623+367.2% |
| Participant deferral / active EE | $13,725 | $3,387+305.2% | $4,319+217.8% | $4,346+215.8% |
| Admin fee / account holder | $11 | $1,486-99.3% | $7,386-99.9% | $1,942-99.4% |