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 | $68,856 |
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 | $77,188 | $62,624+23.3% | $177,989-56.6% | $77,643-0.6% |
| Participation rate | 92.0% | 66.8%+25.1pp | 77.1%+14.9pp | 70.6%+21.4pp |
| Annual return | 14.13% | 16.16%-2.0pp | 294.48%-280.4pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,353 | $1,909+23.3% | $3,949-40.4% | $2,726-13.7% |
| Participant deferral / active EE | $7,028 | $4,219+66.6% | $6,276+12.0% | $4,647+51.2% |
| Admin fee / account holder | $103 | $386-73.4% | $10,363-99.0% | $430-76.1% |