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 99 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Fees | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,704 | $88,890-5.8% | $102,423-18.3% | $77,643+7.8% |
| Participation rate | 55.8% | 80.9%-25.1pp | 76.5%-20.6pp | 70.6%-14.7pp |
| Annual return | 15.53% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,392 | $5,145-34.1% | $5,053-32.9% | $4,647-27.0% |
| Admin fee / account holder | $11 | $235-95.2% | $9,451-99.9% | $430-97.3% |