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 | $56,301 |
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 | $39,694 | $100,227-60.4% | $169,993-76.6% | $74,419-46.7% |
| Participation rate | 94.2% | 87.3%+6.9pp | 87.0%+7.2pp | 70.7%+23.5pp |
| Annual return | 21.33% | 66.08%-44.8pp | 53.37%-32.0pp | 34.38%-13.0pp |
| Employer contribution / active EE | $1,997 | $4,263-53.2% | $6,785-70.6% | $2,637-24.3% |
| Participant deferral / active EE | $4,813 | $7,143-32.6% | $10,408-53.8% | $4,528+6.3% |
| Admin fee / account holder | $73 | $234-69.0% | $12,815-99.4% | $348-79.1% |