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 | $2,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $144,086 | $71,516+101.5% | $98,439+46.4% | $71,457+101.6% |
| Participation rate | 65.9% | 72.7%-6.8pp | 75.2%-9.3pp | 67.9%-2.0pp |
| Annual return | 17.40% | 32.41%-15.0pp | 21.16%-3.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $4,062 | $2,399+69.3% | $3,048+33.3% | $2,588+57.0% |
| Participant deferral / active EE | $4,189 | $4,109+2.0% | $4,738-11.6% | $4,289-2.3% |
| Admin fee / account holder | $38 | $1,675-97.7% | $8,948-99.6% | $1,587-97.6% |