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 | $550 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,374 | $110,094+42.0% | $151,611+3.1% | $68,494+128.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.88% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $15,365 | $4,471+243.7% | $6,166+149.2% | $2,596+491.8% |
| Participant deferral / active EE | $13,171 | $6,527+101.8% | $8,363+57.5% | $4,027+227.1% |
| Admin fee / account holder | $10 | $7,719-99.9% | $11,616-99.9% | $5,403-99.8% |