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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $404,913 |
NWK GROUP, INC.4 years Filed as: NWK GROUP Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $23,905 |
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 | $115,871 | $95,388+21.5% | $125,339-7.6% | $77,904+48.7% |
| Participation rate | 97.2% | 78.6%+18.6pp | 82.4%+14.8pp | 73.7%+23.5pp |
| Annual return | -17.12% | 116.19%-133.3pp | 572.05%-589.2pp | 12.21%-29.3pp |
| Employer contribution / active EE | $4,426 | $3,666+20.7% | $4,814-8.1% | $2,848+55.4% |
| Participant deferral / active EE | $14,534 | $7,711+88.5% | $7,446+95.2% | $4,806+202.4% |
| Admin fee / account holder | $102 | $119-14.0% | $10,010-99.0% | $133-22.9% |