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 | $617,210 |
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 | $109,503 | $119,153-8.1% | $151,611-27.8% | $78,044+40.3% |
| Participation rate | 99.4% | 92.5%+6.9pp | 87.5%+11.9pp | 74.4%+25.0pp |
| Annual return | -16.23% | -10.83%-5.4pp | 3.33%-19.6pp | 10.87%-27.1pp |
| Employer contribution / active EE | $6,425 | $5,298+21.3% | $6,166+4.2% | $3,125+105.6% |
| Participant deferral / active EE | $6,264 | $8,624-27.4% | $8,363-25.1% | $5,084+23.2% |
| Admin fee / account holder | $63 | $69-7.7% | $11,616-99.5% | $79-19.6% |