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 | $100,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,840 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,259 | $99,078+3.2% | $96,544+5.9% | $74,419+37.4% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.0%+18.1pp | 70.7%+23.4pp |
| Annual return | 12.18% | 22.48%-10.3pp | 25.84%-13.7pp | 34.38%-22.2pp |
| Employer contribution / active EE | $5,267 | $2,570+104.9% | $2,965+77.7% | $2,637+99.7% |
| Participant deferral / active EE | $6,447 | $4,933+30.7% | $4,851+32.9% | $4,528+42.4% |
| Admin fee / account holder | -$22 | $225-109.9% | $8,252-100.3% | $348-106.4% |