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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.
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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 | $26,063 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,429 | $109,413+105.1% | $156,263+43.6% | $84,808+164.6% |
| Participation rate | 98.9% | 72.7%+26.2pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 11.41% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $4,798 | $2,907+65.1% | $4,333+10.7% | $2,631+82.4% |
| Participant deferral / active EE | $8,328 | $4,590+81.5% | $6,158+35.2% | $4,212+97.7% |
| Admin fee / account holder | $229 | $9,357-97.6% | $14,255-98.4% | $7,344-96.9% |