Filed August 27, 2025
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 6-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 | $3,000 |
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 | $212,191 | $66,310+220.0% | $93,606+126.7% | $65,185+225.5% |
| Participation rate | 92.6% | 74.0%+18.6pp | 75.8%+16.8pp | 70.2%+22.4pp |
| Annual return | 25.04% | 42.58%-17.5pp | 32.76%-7.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $5,949 | $2,012+195.6% | $2,718+118.9% | $2,177+173.3% |
| Participant deferral / active EE | $10,886 | $3,342+225.7% | $4,069+167.5% | $3,514+209.8% |
| Admin fee / account holder | $25 | $6,897-99.6% | $7,888-99.7% | $847-97.0% |