Filed May 8, 2026 (most recent of 4 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 27 · EIN 47-1411118 | Advisory (Plan) | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,086 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,343 | $130,194+9.3% | $169,993-16.3% | $71,457+99.2% |
| Participation rate | 98.3% | 86.1%+12.1pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 18.09% | 20.37%-2.3pp | 53.37%-35.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,799 | $4,381-36.1% | $6,785-58.7% | $2,588+8.2% |
| Participant deferral / active EE | $8,707 | $6,923+25.8% | $10,408-16.3% | $4,289+103.0% |
| Admin fee / account holder | $274 | $966-71.6% | $12,815-97.9% | $1,587-82.7% |