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 | $3,048 |
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 | $74,793 | $64,909+15.2% | $82,313-9.1% | $62,292+20.1% |
| Participation rate | 97.6% | 74.9%+22.7pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 19.84% | 21.18%-1.3pp | 25.88%-6.0pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,470 | $1,676+47.4% | $2,428+1.7% | $2,042+21.0% |
| Participant deferral / active EE | $5,700 | $3,103+83.7% | $3,706+53.8% | $3,169+79.9% |
| Admin fee / account holder | $20 | $440-95.6% | $5,608-99.7% | $479-95.9% |