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 | $3,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,316 | $72,770-55.6% | $67,652-52.2% | $55,191-41.4% |
| Participation rate | 61.0% | 78.8%-17.8pp | 75.7%-14.7pp | 69.2%-8.2pp |
| Annual return | -0.11% | -3.26%+3.2pp | 6625.04%-6625.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,320 | $1,769-25.4% | $2,266-41.7% | $1,899-30.5% |
| Participant deferral / active EE | $2,211 | $3,408-35.1% | $3,560-37.9% | $3,046-27.4% |
| Admin fee / account holder | $18 | $79-76.8% | $4,821-99.6% | $91-79.8% |