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 | -$40,646 |
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 | $61,457 | $67,512-9.0% | $185,823-66.9% | $93,030-33.9% |
| Participation rate | 80.6% | 67.1%+13.4pp | 81.7%-1.1pp | 73.9%+6.7pp |
| Annual return | 13.31% | 21.04%-7.7pp | 122.05%-108.7pp | 158.70%-145.4pp |
| Employer contribution / active EE | $2,495 | $1,783+39.9% | $5,167-51.7% | $2,706-7.8% |
| Participant deferral / active EE | $2,810 | $3,035-7.4% | $5,568-49.5% | $4,562-38.4% |
| Admin fee / account holder | -$27 | $318-108.5% | $16,237-100.2% | $152-117.8% |