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 | $1,725 |
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 | $150,638 | $110,094+36.8% | $151,611-0.6% | $68,494+119.9% |
| Participation rate | 91.5% | 84.0%+7.5pp | 87.5%+4.0pp | 67.9%+23.6pp |
| Annual return | -15.98% | -10.12%-5.9pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,224 | $4,471+39.2% | $6,166+0.9% | $2,596+139.7% |
| Participant deferral / active EE | $5,816 | $6,527-10.9% | $8,363-30.5% | $4,027+44.4% |
| Admin fee / account holder | $53 | $7,719-99.3% | $11,616-99.5% | $5,403-99.0% |