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 | $9,654 |
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 | $78,248 | $85,135-8.1% | $98,907-20.9% | $73,409+6.6% |
| Participation rate | 99.3% | 81.1%+18.2pp | 76.0%+23.3pp | 72.2%+27.1pp |
| Annual return | 16.52% | 19.14%-2.6pp | 196.43%-179.9pp | 59.29%-42.8pp |
| Employer contribution / active EE | $2,553 | $2,721-6.2% | $2,689-5.0% | $2,234+14.3% |
| Participant deferral / active EE | $4,735 | $4,349+8.9% | $4,244+11.6% | $3,805+24.4% |
| Admin fee / account holder | $38 | $139-73.0% | $6,642-99.4% | $158-76.2% |