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 | $111,591 |
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 | $58,735 | $50,127+17.2% | $149,673-60.8% | $80,160-26.7% |
| Participation rate | 85.7% | 64.3%+21.4pp | 78.8%+7.0pp | 72.9%+12.8pp |
| Annual return | 19.85% | 29.82%-10.0pp | 134.42%-114.6pp | 40.38%-20.5pp |
| Employer contribution / active EE | $3,396 | $1,865+82.2% | $4,818-29.5% | $2,978+14.1% |
| Participant deferral / active EE | $3,322 | $3,194+4.0% | $5,680-41.5% | $5,017-33.8% |
| Admin fee / account holder | $67 | $153-56.0% | $13,210-99.5% | $145-53.6% |