Filed August 14, 2026 (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 | $1,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,321 | $62,688-21.3% | $178,014-72.3% | $77,671-36.5% |
| Participation rate | 72.0% | 66.9%+5.2pp | 77.1%-5.0pp | 70.6%+1.5pp |
| Annual return | 30.06% | 16.16%+13.9pp | 294.80%-264.7pp | 31.21%-1.2pp |
| Employer contribution / active EE | $3,971 | $1,912+107.7% | $3,950+0.5% | $2,726+45.6% |
| Participant deferral / active EE | $7,512 | $4,224+77.8% | $6,276+19.7% | $4,648+61.6% |
| Admin fee / account holder | $5 | $386-98.7% | $10,362-99.9% | $430-98.8% |