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 | $2,819 |
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 | $101,658 | $79,428+28.0% | $106,548-4.6% | $79,386+28.1% |
| Participation rate | 93.0% | 74.1%+18.9pp | 76.1%+16.9pp | 70.7%+22.3pp |
| Annual return | 14.83% | 18.27%-3.4pp | 26.80%-12.0pp | 116.85%-102.0pp |
| Employer contribution / active EE | $766 | $2,234-65.7% | $2,819-72.8% | $2,427-68.4% |
| Participant deferral / active EE | $4,644 | $3,823+21.5% | $4,398+5.6% | $4,046+14.8% |
| Admin fee / account holder | $14 | $523-97.3% | $7,407-99.8% | $626-97.7% |