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 | $81,463 | $57,065+42.8% | $75,670+7.7% | $70,131+16.2% |
| Participation rate | 86.6% | 68.1%+18.5pp | 72.3%+14.2pp | 69.5%+17.1pp |
| Annual return | 16.09% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.0pp |
| Employer contribution / active EE | $710 | $1,817-60.9% | $2,352-69.8% | $2,342-69.7% |
| Participant deferral / active EE | $4,671 | $2,580+81.1% | $3,142+48.6% | $3,332+40.2% |
| Admin fee / account holder | $4 | $3,825-99.9% | $5,800-99.9% | $4,645-99.9% |