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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 | $6,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $221,722 | $99,957+121.8% | $149,696+48.1% | $73,488+201.7% |
| Participation rate | 86.5% | 75.7%+10.8pp | 82.5%+4.0pp | 70.7%+15.8pp |
| Annual return | 18.39% | 53.87%-35.5pp | 276.60%-258.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,153 | $6,073+17.8% | $6,842+4.5% | $3,740+91.3% |
| Admin fee / account holder | $46 | $551-91.7% | $9,309-99.5% | $513-91.0% |