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 | $23,452 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,405 | $44,960+101.1% | $84,966+6.4% | $74,495+21.4% |
| Participation rate | 79.2% | 49.4%+29.9pp | 67.5%+11.7pp | 67.2%+12.0pp |
| Annual return | 21.18% | 26.24%-5.1pp | 66.38%-45.2pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $3,026 | $1,457+107.6% | $2,727+11.0% | $2,623+15.4% |
| Participant deferral / active EE | $6,605 | $2,731+141.9% | $4,519+46.2% | $4,346+52.0% |
| Admin fee / account holder | $152 | $2,209-93.1% | $6,149-97.5% | $1,942-92.2% |