Filed March 6, 2026
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 | $20,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,277 | $74,706+166.7% | $75,696+163.3% | $79,386+151.0% |
| Participation rate | 95.3% | 75.3%+19.9pp | 74.8%+20.4pp | 70.7%+24.6pp |
| Annual return | 13.74% | 18.52%-4.8pp | 104.53%-90.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $4,391 | $2,590+69.6% | $2,743+60.1% | $2,427+80.9% |
| Participant deferral / active EE | $11,676 | $3,533+230.5% | $3,821+205.5% | $4,046+188.6% |
| Admin fee / account holder | $150 | $374-60.0% | $3,619-95.9% | $626-76.1% |