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 | $2,856 |
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 | $109,956 | $72,607+51.4% | $90,749+21.2% | $66,914+64.3% |
| Participation rate | 72.2% | 73.7%-1.5pp | 75.7%-3.5pp | 69.8%+2.4pp |
| Annual return | -15.99% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,687 | $2,369+55.7% | $2,921+26.2% | $2,544+44.9% |
| Participant deferral / active EE | $3,645 | $3,977-8.4% | $4,564-20.1% | $4,237-14.0% |
| Admin fee / account holder | $34 | $707-95.3% | $8,445-99.6% | $593-94.4% |