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 8-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 | $3,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,256 | $33,067+30.8% | $76,523-43.5% | $56,287-23.1% |
| Participation rate | 61.6% | 55.4%+6.2pp | 68.0%-6.4pp | 69.9%-8.3pp |
| Annual return | -3.71% | 2.72%-6.4pp | -0.27%-3.4pp | -9.96%+6.2pp |
| Employer contribution / active EE | $759 | $1,200-36.8% | $2,647-71.3% | $2,111-64.1% |
| Participant deferral / active EE | $3,494 | $2,240+56.0% | $3,835-8.9% | $3,350+4.3% |
| Admin fee / account holder | $29 | $537-94.7% | $4,848-99.4% | $521-94.5% |