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 | $14,927 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,058 | $39,245-56.5% | $64,105-73.4% | $52,331-67.4% |
| Participation rate | 73.0% | 58.2%+14.8pp | 68.2%+4.9pp | 68.1%+4.9pp |
| Annual return | 0.08% | 14.79%-14.7pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $417 | $736-43.4% | $1,820-77.1% | $1,882-77.8% |
| Participant deferral / active EE | $2,225 | $1,992+11.7% | $2,822-21.2% | $3,022-26.4% |
| Admin fee / account holder | $65 | $592-89.1% | $4,499-98.6% | $592-89.1% |