Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 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 | $45,586 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,326 | $86,897-61.6% | $151,611-78.0% | $64,808-48.6% |
| Participation rate | 99.5% | 87.3%+12.3pp | 87.5%+12.0pp | 71.5%+28.1pp |
| Annual return | -10.29% | -3.57%-6.7pp | 3.33%-13.6pp | 32.82%-43.1pp |
| Employer contribution / active EE | $2,107 | $4,010-47.5% | $6,166-65.8% | $2,506-15.9% |
| Participant deferral / active EE | $5,284 | $6,690-21.0% | $8,363-36.8% | $4,310+22.6% |
| Admin fee / account holder | $61 | $153-59.9% | $11,616-99.5% | $188-67.3% |