Filed July 7, 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 3-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 | $83,377 |
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 | $62,907 | $56,638+11.1% | $169,368-62.9% | $74,419-15.5% |
| Participation rate | 91.8% | 67.5%+24.3pp | 77.1%+14.7pp | 70.7%+21.1pp |
| Annual return | 18.54% | 24.75%-6.2pp | 405.60%-387.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,370 | $2,027+16.9% | $4,013-40.9% | $2,637-10.2% |
| Participant deferral / active EE | $6,502 | $4,223+54.0% | $6,221+4.5% | $4,528+43.6% |
| Admin fee / account holder | $112 | $307-63.5% | $9,003-98.8% | $348-67.9% |