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 47-1411118 | Advisory (Plan) | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,101 |
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 | $49,739 | $65,561-24.1% | $86,188-42.3% | $75,163-33.8% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.0%+17.2pp | 67.2%+19.0pp |
| Annual return | 14.09% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,525 | $1,553-1.8% | $2,380-35.9% | $2,670-42.9% |
| Participant deferral / active EE | $4,794 | $3,024+58.5% | $3,985+20.3% | $4,125+16.2% |
| Admin fee / account holder | $293 | $5,474-94.6% | $6,852-95.7% | $5,651-94.8% |