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 | $200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,263 | $63,764+66.7% | $81,930+29.7% | $79,858+33.1% |
| Participation rate | 95.9% | 67.5%+28.4pp | 72.0%+24.0pp | 69.6%+26.3pp |
| Annual return | 12.47% | 22.66%-10.2pp | 29.49%-17.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,141 | $1,795-36.5% | $4,310-73.5% | $2,471-53.8% |
| Participant deferral / active EE | $6,556 | $2,780+135.8% | $7,107-7.8% | $3,740+75.3% |
| Admin fee / account holder | $5 | $4,426-99.9% | $5,158-99.9% | $5,306-99.9% |