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 9-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 12 · EIN 83-3455979 | Recordkeeping and information managem... | $21,252 |
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 | $17,332 | $65,061-73.4% | $143,757-87.9% | $66,914-74.1% |
| Participation rate | 75.4% | 65.2%+10.2pp | 80.3%-4.9pp | 69.8%+5.6pp |
| Annual return | -7.64% | -11.14%+3.5pp | -0.04%-7.6pp | 1.58%-9.2pp |
| Employer contribution / active EE | $3,862 | $2,361+63.6% | $4,951-22.0% | $2,544+51.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $51 | $502-89.7% | $14,673-99.6% | $593-91.3% |