Filed August 18, 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 | $2,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,254 | $37,039-15.6% | $147,614-78.8% | $59,188-47.2% |
| Participation rate | 68.4% | 63.8%+4.6pp | 84.6%-16.3pp | 69.4%-1.1pp |
| Annual return | 0.09% | 7.19%-7.1pp | 61.98%-61.9pp | 5.51%-5.4pp |
| Employer contribution / active EE | $1,663 | $1,353+22.9% | $5,564-70.1% | $2,098-20.7% |
| Participant deferral / active EE | $1,330 | $2,094-36.5% | $4,895-72.8% | $3,265-59.3% |
| Admin fee / account holder | $2 | $60-97.3% | $11,611-100.0% | $92-98.2% |