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 | $293,907 |
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $41,350 |
TRUCKER HUSS7 years Service code 16 · EIN 94-3216063 | Consulting | $17,649 |
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 | $140,718 | $107,459+30.9% | $135,903+3.5% | $80,160+75.5% |
| Participation rate | 96.8% | 78.0%+18.8pp | 81.9%+14.9pp | 72.9%+23.9pp |
| Annual return | 21.18% | 91.91%-70.7pp | 68.23%-47.0pp | 40.38%-19.2pp |
| Employer contribution / active EE | $4,739 | $3,877+22.2% | $4,856-2.4% | $2,978+59.1% |
| Participant deferral / active EE | $15,465 | $8,195+88.7% | $7,758+99.3% | $5,017+208.2% |
| Admin fee / account holder | $81 | $127-35.9% | $10,762-99.2% | $145-43.8% |