Filed March 6, 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 27 · EIN 35-2552359 | Advisory (Plan) | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,735 |
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 | $184,337 | $65,322+182.2% | $70,449+161.7% | $73,488+150.8% |
| Participation rate | 95.8% | 77.0%+18.8pp | 75.1%+20.7pp | 70.7%+25.1pp |
| Annual return | 15.80% | 15.71%+0.1pp | 109.03%-93.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $4,310 | $2,460+75.2% | $2,737+57.5% | $2,270+89.8% |
| Participant deferral / active EE | $11,599 | $3,375+243.7% | $3,709+212.8% | $3,740+210.2% |
| Admin fee / account holder | $246 | $214+14.9% | $3,845-93.6% | $513-52.1% |