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 | $28,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,735 | $130,194-7.3% | $169,993-29.0% | $71,457+69.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.95% | 20.37%-1.4pp | 53.37%-34.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $5,987 | $4,381+36.7% | $6,785-11.8% | $2,588+131.4% |
| Participant deferral / active EE | $7,512 | $6,923+8.5% | $10,408-27.8% | $4,289+75.2% |
| Admin fee / account holder | $123 | $966-87.3% | $12,815-99.0% | $1,587-92.3% |