Filed January 16, 2026 (most recent of 3 filings on file)
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 | $119,808 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,941 | $140,769-2.0% | $156,263-11.7% | $140,769-2.0% |
| Participation rate | 92.2% | 74.2%+18.1pp | 78.9%+13.3pp | 74.2%+18.1pp |
| Annual return | 18.21% | 16.82%+1.4pp | 59.47%-41.3pp | 16.82%+1.4pp |
| Employer contribution / active EE | $2,897 | $3,906-25.8% | $4,333-33.1% | $3,906-25.8% |
| Participant deferral / active EE | $6,497 | $6,717-3.3% | $6,158+5.5% | $6,717-3.3% |
| Admin fee / account holder | $13 | $229-94.2% | $14,255-99.9% | $229-94.2% |