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 | $12,369 |
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 | $63,323 | $79,013-19.9% | $100,391-36.9% | $74,495-15.0% |
| Participation rate | 97.1% | 79.5%+17.7pp | 81.5%+15.7pp | 67.2%+29.9pp |
| Annual return | 14.29% | 20.41%-6.1pp | 49.20%-34.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,448 | $3,021-19.0% | $3,942-37.9% | $2,623-6.7% |
| Participant deferral / active EE | $7,517 | $7,760-3.1% | $8,082-7.0% | $4,346+73.0% |
| Admin fee / account holder | $108 | $1,320-91.8% | $7,899-98.6% | $1,942-94.4% |