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 | $28,019 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,253 | $159,901-39.2% | $146,958-33.8% | $145,922-33.4% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 15.50% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $17,341 | $5,286+228.0% | $4,933+251.5% | $4,660+272.2% |
| Participant deferral / active EE | $36,684 | $8,428+335.2% | $8,070+354.6% | $6,688+448.5% |
| Admin fee / account holder | $260 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |