Filed December 5, 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 | $2,776 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,676 | $60,165+4.2% | $74,183-15.5% | $55,167+13.6% |
| Participation rate | 95.9% | 74.2%+21.8pp | 76.6%+19.3pp | 69.0%+26.9pp |
| Annual return | 4.82% | 10.00%-5.2pp | 17.74%-12.9pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,846 | $1,600+77.9% | $2,370+20.1% | $1,963+45.0% |
| Participant deferral / active EE | $5,207 | $2,973+75.2% | $3,550+46.7% | $3,054+70.5% |
| Admin fee / account holder | $18 | $419-95.6% | $5,586-99.7% | $504-96.4% |