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 | $500 |
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 | $59,987 | $48,274+24.3% | $63,517-5.6% | $59,632+0.6% |
| Participation rate | 86.3% | 66.3%+20.0pp | 71.0%+15.3pp | 68.7%+17.6pp |
| Annual return | -0.83% | -240.79%+240.0pp | -70.30%+69.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $646 | $1,586-59.3% | $2,322-72.2% | $2,203-70.7% |
| Participant deferral / active EE | $3,586 | $2,343+53.1% | $2,953+21.4% | $3,192+12.3% |
| Admin fee / account holder | $5 | $3,600-99.8% | $5,892-99.9% | $4,297-99.9% |