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 | $17,535 |
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 | $33,817 | $42,353-20.2% | $79,550-57.5% | $64,808-47.8% |
| Participation rate | 75.7% | 64.8%+10.9pp | 69.5%+6.2pp | 71.5%+4.2pp |
| Annual return | -17.80% | -12.24%-5.6pp | 0.16%-18.0pp | 32.82%-50.6pp |
| Employer contribution / active EE | $769 | $1,181-34.8% | $2,413-68.1% | $2,506-69.3% |
| Participant deferral / active EE | $3,014 | $3,170-4.9% | $3,985-24.4% | $4,310-30.1% |
| Admin fee / account holder | $81 | $160-49.5% | $6,832-98.8% | $188-57.1% |