Filed March 12, 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 | $1,813 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,610 | $39,948-8.4% | $89,391-59.0% | $73,409-50.1% |
| Participation rate | 78.5% | 50.4%+28.1pp | 68.0%+10.5pp | 72.2%+6.3pp |
| Annual return | 31.93% | 50.12%-18.2pp | 245.62%-213.7pp | 59.29%-27.4pp |
| Employer contribution / active EE | $1,827 | $1,200+52.3% | $2,586-29.3% | $2,234-18.2% |
| Participant deferral / active EE | $6,967 | $2,193+217.7% | $3,890+79.1% | $3,805+83.1% |
| Admin fee / account holder | $3 | $134-98.1% | $4,881-99.9% | $158-98.4% |