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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.
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 | $7,551 |
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 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 | $55,873 | $50,498+10.6% | $75,781-26.3% | $55,191+1.2% |
| Participation rate | 53.9% | 69.4%-15.5pp | 75.8%-21.9pp | 69.2%-15.3pp |
| Annual return | -1.24% | 1.80%-3.0pp | 9.68%-10.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,298 | $2,291-43.3% | $3,323-60.9% | $1,899-31.6% |
| Participant deferral / active EE | $2,433 | $2,589-6.0% | $3,651-33.4% | $3,046-20.1% |
| Admin fee / account holder | $31 | $123-74.5% | $5,299-99.4% | $91-65.4% |