Filed September 15, 2025 (most recent of 2 filings on file)
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 | $2,625 |
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 | $120,335 | $70,667+70.3% | $123,104-2.2% | $52,331+130.0% |
| Participation rate | 97.3% | 83.7%+13.6pp | 86.8%+10.5pp | 68.1%+29.2pp |
| Annual return | 0.76% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $5,665 | $2,946+92.3% | $5,151+10.0% | $1,882+201.1% |
| Participant deferral / active EE | $5,995 | $4,493+33.4% | $6,230-3.8% | $3,022+98.4% |
| Admin fee / account holder | $11 | $506-97.8% | $9,015-99.9% | $592-98.1% |