Filed July 29, 2026 (most recent of 4 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 55 · EIN 38-2722519 | Other Commissions | $114,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,850 |
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 | $92,428 | $72,254+27.9% | $86,677+6.6% | $64,808+42.6% |
| Participation rate | 96.4% | 80.4%+16.0pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -11.72% | 392.42%-404.1pp | 35.91%-47.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $6,592 | $2,393+175.5% | $2,836+132.4% | $2,506+163.1% |
| Participant deferral / active EE | $6,948 | $4,658+49.2% | $4,656+49.2% | $4,310+61.2% |
| Admin fee / account holder | -$24 | $174-113.8% | $7,493-100.3% | $188-112.8% |