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 | $100 |
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 | $65,214 | $39,113+66.7% | $70,014-6.9% | - |
| Participation rate | 88.9% | 63.4%+25.5pp | 71.8%+17.1pp | - |
| Annual return | 6.96% | 6.60%+0.4pp | 12.99%-6.0pp | - |
| Employer contribution / active EE | $693 | $1,196-42.1% | $2,338-70.4% | - |
| Participant deferral / active EE | $4,307 | $2,061+109.0% | $2,931+47.0% | - |
| Admin fee / account holder | $3 | $1,598-99.8% | $4,380-99.9% | - |