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 | $78,640 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,928 | $71,142-41.1% | $119,609-64.9% | $64,808-35.3% |
| Participation rate | 87.3% | 78.6%+8.7pp | 79.3%+8.0pp | 71.5%+15.8pp |
| Annual return | -16.58% | -10.01%-6.6pp | -14.97%-1.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $503 | $2,497-79.9% | $4,232-88.1% | $2,506-79.9% |
| Participant deferral / active EE | $4,679 | $4,490+4.2% | $5,602-16.5% | $4,310+8.6% |
| Admin fee / account holder | $98 | $162-39.8% | $10,323-99.1% | $188-48.0% |