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 |
|---|---|---|
DEFINITI LLC2 years Service code 64 · EIN 42-1330861 | Recordkeeping Fees | $12,408 |
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 | $29,298 | $42,353-30.8% | $79,550-63.2% | $64,808-54.8% |
| Participation rate | 91.7% | 64.8%+27.0pp | 69.5%+22.2pp | 71.5%+20.3pp |
| Annual return | -13.82% | -12.24%-1.6pp | 0.16%-14.0pp | 32.82%-46.6pp |
| Employer contribution / active EE | $971 | $1,181-17.7% | $2,413-59.8% | $2,506-61.3% |
| Participant deferral / active EE | $4,128 | $3,170+30.2% | $3,985+3.6% | $4,310-4.2% |
| Admin fee / account holder | $18 | $160-88.8% | $6,832-99.7% | $188-90.5% |