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 9-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 | $6,420 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,801 | $74,462-78.8% | $81,983-80.7% | $90,288-82.5% |
| Participation rate | 78.2% | 69.7%+8.6pp | 69.2%+9.0pp | 73.4%+4.9pp |
| Annual return | 29.49% | 17.56%+11.9pp | 41.31%-11.8pp | 53.97%-24.5pp |
| Employer contribution / active EE | $688 | $2,334-70.5% | $2,498-72.5% | $2,524-72.8% |
| Participant deferral / active EE | $2,731 | $3,602-24.2% | $3,722-26.6% | $4,232-35.5% |
| Admin fee / account holder | $5 | $98-94.5% | $5,664-99.9% | $114-95.2% |