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 | -$34,348 |
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 | $350,759 | $101,317+246.2% | $146,958+138.7% | $74,495+370.9% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 17.11% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $33,469 | $3,810+778.4% | $4,933+578.5% | $2,623+1176.0% |
| Participant deferral / active EE | $6,046 | $7,303-17.2% | $8,070-25.1% | $4,346+39.1% |
| Admin fee / account holder | -$185 | $1,739-110.6% | $12,998-101.4% | $1,942-109.5% |