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 | $26,814 |
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 | $146,316 | $89,739+63.0% | $149,718-2.3% | $62,292+134.9% |
| Participation rate | 98.5% | 85.1%+13.4pp | 87.1%+11.5pp | 69.5%+29.0pp |
| Annual return | 16.04% | 21.01%-5.0pp | 1501.63%-1485.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $6,150 | $3,233+90.2% | $5,445+12.9% | $2,042+201.1% |
| Participant deferral / active EE | $6,005 | $4,797+25.2% | $6,569-8.6% | $3,169+89.5% |
| Admin fee / account holder | $113 | $551-79.5% | $11,283-99.0% | $479-76.5% |