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 | $32,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,794 | $122,239+14.4% | $184,203-24.1% | $74,495+87.7% |
| Participation rate | 97.8% | 85.5%+12.4pp | 86.8%+11.0pp | 67.2%+30.6pp |
| Annual return | 14.88% | 19.95%-5.1pp | 28.81%-13.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $6,158 | $4,537+35.7% | $6,427-4.2% | $2,623+134.8% |
| Participant deferral / active EE | $7,833 | $7,139+9.7% | $9,131-14.2% | $4,346+80.3% |
| Admin fee / account holder | $143 | $1,260-88.7% | $13,901-99.0% | $1,942-92.7% |