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 | $1,906 |
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 | $108,497 | $71,516+51.7% | $98,439+10.2% | $71,457+51.8% |
| Participation rate | 92.6% | 72.7%+19.9pp | 75.2%+17.4pp | 67.9%+24.7pp |
| Annual return | 15.70% | 32.41%-16.7pp | 21.16%-5.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,763 | $2,399-26.5% | $3,048-42.2% | $2,588-31.9% |
| Participant deferral / active EE | $4,873 | $4,109+18.6% | $4,738+2.8% | $4,289+13.6% |
| Admin fee / account holder | $10 | $1,675-99.4% | $8,948-99.9% | $1,587-99.4% |