Filed November 12, 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 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 | -$46,581 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,133 | $91,407+267.7% | $135,903+147.3% | $71,457+370.4% |
| Participation rate | 97.2% | 75.7%+21.5pp | 81.9%+15.3pp | 67.9%+29.2pp |
| Annual return | 20.56% | 29.90%-9.3pp | 68.23%-47.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $36,837 | $3,703+894.7% | $4,856+658.6% | $2,588+1323.6% |
| Participant deferral / active EE | $6,577 | $7,092-7.3% | $7,758-15.2% | $4,289+53.3% |
| Admin fee / account holder | -$316 | $1,266-125.0% | $10,762-102.9% | $1,587-119.9% |