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 | $8,078 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,652 | $37,317-25.9% | $77,024-64.1% | $77,904-64.5% |
| Participation rate | 91.2% | 46.9%+44.4pp | 67.9%+23.3pp | 73.7%+17.6pp |
| Annual return | -18.27% | -5.88%-12.4pp | 42.32%-60.6pp | 12.21%-30.5pp |
| Employer contribution / active EE | $1,897 | $1,218+55.7% | $2,812-32.5% | $2,848-33.4% |
| Participant deferral / active EE | $6,864 | $2,564+167.7% | $4,426+55.1% | $4,806+42.8% |
| Admin fee / account holder | $5 | $126-95.7% | $5,425-99.9% | $133-95.9% |