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 | $29,134 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $21,828 |
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 | $40,348 | $49,138-17.9% | $84,015-52.0% | $65,185-38.1% |
| Participation rate | 85.6% | 60.7%+24.8pp | 69.0%+16.6pp | 70.2%+15.4pp |
| Annual return | 23.13% | 23.00%+0.1pp | 71.31%-48.2pp | 29.38%-6.3pp |
| Employer contribution / active EE | $3,308 | $914+262.0% | $1,983+66.8% | $2,177+52.0% |
| Participant deferral / active EE | $5,356 | $2,397+123.4% | $3,239+65.4% | $3,514+52.4% |
| Admin fee / account holder | $202 | $543-62.8% | $6,101-96.7% | $847-76.1% |