Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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 | $69,813 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,283 | $129,021-66.5% | $184,203-76.5% | $77,643-44.3% |
| Participation rate | 89.8% | 87.3%+2.4pp | 86.8%+3.0pp | 70.6%+19.2pp |
| Annual return | 17.11% | 33.27%-16.2pp | 28.81%-11.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,018 | $4,413-54.3% | $6,427-68.6% | $2,726-26.0% |
| Participant deferral / active EE | $4,854 | $7,297-33.5% | $9,131-46.8% | $4,647+4.4% |
| Admin fee / account holder | $79 | $254-69.0% | $13,901-99.4% | $430-81.7% |