Filed January 29, 2026
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 | $4,075 |
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 | $113,684 | $54,320+109.3% | $67,652+68.0% | $52,331+117.2% |
| Participation rate | 92.5% | 73.6%+18.9pp | 75.7%+16.8pp | 68.1%+24.4pp |
| Annual return | 0.05% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $7,434 | $1,544+381.6% | $2,266+228.2% | $1,882+295.1% |
| Participant deferral / active EE | $2,944 | $2,950-0.2% | $3,560-17.3% | $3,022-2.6% |
| Admin fee / account holder | $20 | $527-96.2% | $4,821-99.6% | $592-96.6% |