Filed April 20, 2026 (most recent of 2 filings on file)
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 | $126,384 |
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 | $68,775 | $83,458-17.6% | $123,104-44.1% | $67,505+1.9% |
| Participation rate | 98.8% | 84.5%+14.4pp | 86.8%+12.1pp | 71.2%+27.6pp |
| Annual return | 0.89% | 1.29%-0.4pp | 13.22%-12.3pp | 6.52%-5.6pp |
| Employer contribution / active EE | $4,351 | $3,087+41.0% | $5,151-15.5% | $2,173+100.3% |
| Participant deferral / active EE | $3,430 | $5,379-36.2% | $6,230-44.9% | $3,597-4.6% |
| Admin fee / account holder | $15 | $60-75.6% | $9,015-99.8% | $56-74.0% |