Filed December 9, 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 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 | $17,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,976 | $46,292+245.6% | $143,757+11.3% | $64,808+146.8% |
| Participation rate | 96.9% | 64.2%+32.7pp | 80.3%+16.6pp | 71.5%+25.4pp |
| Annual return | 69.99% | -10.05%+80.0pp | -0.04%+70.0pp | 32.82%+37.2pp |
| Employer contribution / active EE | $8,523 | $1,910+346.3% | $4,951+72.1% | $2,506+240.1% |
| Participant deferral / active EE | $6,049 | $2,646+128.6% | $5,637+7.3% | $4,310+40.3% |
| Admin fee / account holder | $67 | $154-56.6% | $14,673-99.5% | $188-64.4% |