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 | $250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,572 | $54,229+67.0% | $70,092+29.2% | $68,494+32.2% |
| Participation rate | 93.7% | 64.5%+29.2pp | 70.5%+23.2pp | 67.9%+25.8pp |
| Annual return | -14.16% | -13.87%-0.3pp | 190.73%-204.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,429 | $2,018-29.2% | $2,559-44.2% | $2,596-45.0% |
| Participant deferral / active EE | $7,370 | $2,956+149.4% | $3,849+91.5% | $4,027+83.0% |
| Admin fee / account holder | $2 | $4,694-99.9% | $6,267-100.0% | $5,403-100.0% |