Filed March 25, 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 | $195,744 |
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 | $228,717 | $88,730+157.8% | $82,313+177.9% | $77,958+193.4% |
| Participation rate | 98.2% | 84.5%+13.7pp | 76.9%+21.3pp | 71.6%+26.6pp |
| Annual return | 22.46% | 20.88%+1.6pp | 25.88%-3.4pp | 20.87%+1.6pp |
| Employer contribution / active EE | $5,503 | $2,758+99.5% | $2,428+126.6% | $2,310+138.2% |
| Participant deferral / active EE | $8,762 | $4,634+89.1% | $3,706+136.4% | $3,537+147.8% |
| Admin fee / account holder | $65 | $74-12.6% | $5,608-98.8% | $97-33.6% |