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 | $4,156 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,387 | $49,451+80.8% | $79,550+12.4% | $66,914+33.6% |
| Participation rate | 90.1% | 61.3%+28.8pp | 69.5%+20.6pp | 69.8%+20.3pp |
| Annual return | -12.73% | 84.25%-97.0pp | 0.16%-12.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $734 | $1,266-42.0% | $2,413-69.6% | $2,544-71.1% |
| Participant deferral / active EE | $6,580 | $3,159+108.3% | $3,985+65.1% | $4,237+55.3% |
| Admin fee / account holder | $34 | $595-94.2% | $6,832-99.5% | $593-94.2% |