Filed July 23, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,922 | $102,553+3.3% | $151,611-30.1% | $66,914+58.3% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | -15.47% | -10.82%-4.6pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $5,651 | $4,180+35.2% | $6,166-8.4% | $2,544+122.1% |
| Participant deferral / active EE | $6,815 | $6,641+2.6% | $8,363-18.5% | $4,237+60.9% |
| Admin fee / account holder | $164 | $630-74.0% | $11,616-98.6% | $593-72.4% |