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 | $3,436 |
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 | $100,726 | $76,050+32.4% | $96,544+4.3% | $71,457+41.0% |
| Participation rate | 83.6% | 74.4%+9.2pp | 76.0%+7.7pp | 67.9%+15.7pp |
| Annual return | 19.77% | 22.81%-3.0pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,726 | $2,244+21.5% | $2,965-8.1% | $2,588+5.3% |
| Participant deferral / active EE | $4,383 | $4,215+4.0% | $4,851-9.6% | $4,289+2.2% |
| Admin fee / account holder | $67 | $2,707-97.5% | $8,252-99.2% | $1,587-95.8% |