Filed May 12, 2026
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 55 · EIN 38-1961943 | Other Commissions | $13,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,544 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,937 | $52,884-22.6% | $84,750-51.7% | $55,167-25.8% |
| Participation rate | 92.2% | 67.5%+24.7pp | 76.6%+15.6pp | 69.0%+23.2pp |
| Annual return | 12.40% | 18.03%-5.6pp | 22.78%-10.4pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,651 | $2,233-26.1% | $3,574-53.8% | $1,963-15.9% |
| Participant deferral / active EE | $5,511 | $2,644+108.5% | $3,712+48.5% | $3,054+80.5% |
| Admin fee / account holder | $9 | $581-98.4% | $5,332-99.8% | $504-98.2% |