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 | $37,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,184 | $132,049+22.8% | $200,582-19.1% | $74,304+118.3% |
| Participation rate | 98.6% | 84.1%+14.5pp | 86.9%+11.7pp | 60.3%+38.3pp |
| Annual return | 17.86% | 22.22%-4.4pp | 42.33%-24.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $6,485 | $4,558+42.3% | $6,419+1.0% | $2,241+189.3% |
| Participant deferral / active EE | $8,891 | $7,213+23.3% | $9,331-4.7% | $3,767+136.0% |
| Admin fee / account holder | $169 | $2,405-93.0% | $16,305-99.0% | $2,969-94.3% |