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 | $274,688 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $127,615 | $96,807+31.8% | $164,813-22.6% | $106,382+20.0% |
| Participation rate | 87.9% | 79.1%+8.8pp | 78.6%+9.3pp | 69.9%+18.0pp |
| Annual return | 11.73% | 17.39%-5.7pp | 69.93%-58.2pp | 17.37%-5.6pp |
| Employer contribution / active EE | $2,611 | $2,888-9.6% | $4,341-39.8% | $3,364-22.4% |
| Participant deferral / active EE | $5,733 | $5,055+13.4% | $6,031-4.9% | $5,569+3.0% |
| Admin fee / account holder | $22 | $66-67.2% | $12,690-99.8% | $79-72.8% |