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 | $375 |
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 | $95,701 | $58,927+62.4% | $76,817+24.6% | $72,985+31.1% |
| Participation rate | 90.6% | 67.3%+23.2pp | 72.1%+18.5pp | 69.5%+21.1pp |
| Annual return | 19.52% | 2305.64%-2286.1pp | 1166.11%-1146.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,161 | $1,787-35.0% | $2,302-49.6% | $2,440-52.4% |
| Participant deferral / active EE | $6,612 | $2,690+145.8% | $3,336+98.2% | $3,607+83.3% |
| Admin fee / account holder | $7 | $4,013-99.8% | $6,420-99.9% | $5,124-99.9% |