Filed July 29, 2025
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 |
|---|---|---|
NWK GROUP, INC.3+ years Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $22,575 |
TRUCKER HUSS1 year Service code 16 · EIN 94-3216063 | Consulting | $9,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,602 |
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 | $95,121 | $96,458-1.4% | $136,294-30.2% | $77,958+22.0% |
| Participation rate | 94.5% | 75.4%+19.1pp | 81.9%+12.6pp | 71.6%+22.8pp |
| Annual return | 24.88% | 23.78%+1.1pp | 5155.94%-5131.1pp | 20.87%+4.0pp |
| Employer contribution / active EE | $3,363 | $3,144+7.0% | $4,695-28.4% | $2,310+45.6% |
| Participant deferral / active EE | $9,852 | $5,902+66.9% | $6,247+57.7% | $3,537+178.6% |
| Admin fee / account holder | $15 | $80-81.9% | $9,243-99.8% | $97-85.1% |