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 | $494 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,139 | $84,936-70.4% | $111,297-77.4% | $79,386-68.3% |
| Participation rate | 82.5% | 75.9%+6.6pp | 77.3%+5.2pp | 70.7%+11.8pp |
| Annual return | 43.77% | 17.45%+26.3pp | 54.65%-10.9pp | 116.85%-73.1pp |
| Employer contribution / active EE | $2,049 | $1,979+3.5% | $2,731-25.0% | $2,427-15.6% |
| Participant deferral / active EE | $8,357 | $3,888+114.9% | $4,487+86.2% | $4,046+106.6% |
| Admin fee / account holder | $3 | $537-99.5% | $7,964-100.0% | $626-99.6% |