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 27 · EIN 36-4001764 | Advisory (Plan) | $5,072 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,978 | $84,487+85.8% | $125,339+25.2% | $66,914+134.6% |
| Participation rate | 91.7% | 76.4%+15.3pp | 82.4%+9.3pp | 69.8%+21.9pp |
| Annual return | -15.89% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $7,727 | $3,553+117.5% | $4,814+60.5% | $2,544+203.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $14 | $685-97.9% | $10,010-99.9% | $593-97.6% |