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 27 · EIN 43-1451524 | Advisory (Plan) | $15,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,919 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,659 | $56,357-43.8% | $104,294-69.6% | $68,494-53.8% |
| Participation rate | 81.3% | 63.3%+18.0pp | 73.3%+8.0pp | 67.9%+13.4pp |
| Annual return | -16.19% | -9.19%-7.0pp | 24.61%-40.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,691 | $1,960-13.7% | $3,372-49.8% | $2,596-34.9% |
| Participant deferral / active EE | $3,929 | $3,077+27.7% | $4,625-15.1% | $4,027-2.4% |
| Admin fee / account holder | $206 | $4,903-95.8% | $7,339-97.2% | $5,403-96.2% |