Filed December 15, 2025
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 6-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 | $124,107 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $53,341 |
TOPEL FORMAN LLC2 years Filed as: TOPEL FORMAN Service code 27 · EIN 36-2469413 | Advisory (Plan) | $15,750 |
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 | $122,737 | $131,799-6.9% | $200,582-38.8% | $85,563+43.4% |
| Participation rate | 93.7% | 87.9%+5.8pp | 86.9%+6.9pp | 66.0%+27.8pp |
| Annual return | 18.79% | 21.59%-2.8pp | 42.33%-23.5pp | 31.51%-12.7pp |
| Employer contribution / active EE | $3,765 | $4,532-16.9% | $6,419-41.3% | $2,654+41.9% |
| Participant deferral / active EE | $11,446 | $7,702+48.6% | $9,331+22.7% | $4,375+161.6% |
| Admin fee / account holder | $126 | $235-46.3% | $16,305-99.2% | $834-84.9% |