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 | -$69,016 |
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 | $149,672 | $110,257+35.7% | $96,544+55.0% | $139,434+7.3% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 21.38% | 26.32%-4.9pp | 25.84%-4.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,286 | $3,620-9.2% | $2,965+10.8% | $4,751-30.8% |
| Participant deferral / active EE | $14,533 | $5,548+162.0% | $4,851+199.6% | $6,710+116.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |