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 | -$40,385 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $48,780 | $45,000+8.4% | $143,757-66.1% | $77,904-37.4% |
| Participation rate | 84.0% | 66.8%+17.1pp | 80.3%+3.7pp | 73.7%+10.3pp |
| Annual return | -18.05% | 29.03%-47.1pp | -0.04%-18.0pp | 12.21%-30.3pp |
| Employer contribution / active EE | $3,143 | $1,870+68.1% | $4,951-36.5% | $2,848+10.4% |
| Participant deferral / active EE | $3,135 | $3,157-0.7% | $5,637-44.4% | $4,806-34.8% |
| Admin fee / account holder | -$25 | $98-125.2% | $14,673-100.2% | $133-118.7% |