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 | $17,345 |
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 | $62,792 | $112,623-44.2% | $106,213-40.9% | $199,593-68.5% |
| Participation rate | 78.6% | 86.2%-7.7pp | 75.3%+3.3pp | 72.0%+6.6pp |
| Annual return | 17.42% | 15.57%+1.8pp | 116.14%-98.7pp | 34.25%-16.8pp |
| Employer contribution / active EE | $2,567 | $4,575-43.9% | $3,171-19.1% | $3,034-15.4% |
| Participant deferral / active EE | $8,700 | $6,659+30.6% | $5,016+73.4% | $5,087+71.0% |
| Admin fee / account holder | $13 | $107-88.2% | $11,033-99.9% | $269-95.3% |