Filed July 23, 2026
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 | $32,382 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,318 | $57,096-38.1% | $94,224-62.5% | $55,191-36.0% |
| Participation rate | 83.3% | 75.7%+7.6pp | 78.8%+4.5pp | 69.2%+14.1pp |
| Annual return | 1.01% | 159.65%-158.6pp | 10.68%-9.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $657 | $1,708-61.5% | $3,587-81.7% | $1,899-65.4% |
| Participant deferral / active EE | $2,959 | $3,165-6.5% | $4,320-31.5% | $3,046-2.9% |
| Admin fee / account holder | $55 | $89-38.5% | $6,269-99.1% | $91-39.5% |