Filed May 20, 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 37 · EIN 04-2647786 | Loan Processing | $224 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,664 | $155,795-50.8% | $136,294-43.8% | $69,631+10.1% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 24.04% | 232464.33%-232440.3pp | 5155.94%-5131.9pp | 27571.02%-27547.0pp |
| Employer contribution / active EE | $3,696 | $2,991+23.6% | $4,695-21.3% | $2,032+81.9% |
| Participant deferral / active EE | $10,977 | $5,394+103.5% | $6,247+75.7% | $3,224+240.5% |
| Admin fee / account holder | $4 | $128-97.2% | $9,243-100.0% | $110-96.7% |