Filed September 17, 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 | $628 |
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 | $57,408 | $85,135-32.6% | $98,907-42.0% | $73,409-21.8% |
| Participation rate | 68.4% | 81.1%-12.8pp | 76.0%-7.7pp | 72.2%-3.8pp |
| Annual return | 29.61% | 19.14%+10.5pp | 196.43%-166.8pp | 59.29%-29.7pp |
| Employer contribution / active EE | $1,563 | $2,721-42.6% | $2,689-41.9% | $2,234-30.0% |
| Participant deferral / active EE | $5,431 | $4,349+24.9% | $4,244+28.0% | $3,805+42.7% |
| Admin fee / account holder | $1 | $139-99.3% | $6,642-100.0% | $158-99.4% |