Filed March 24, 2025
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,865 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,737 | $79,171-53.6% | $102,423-64.1% | $74,495-50.7% |
| Participation rate | 76.9% | 74.8%+2.1pp | 76.5%+0.4pp | 67.2%+9.7pp |
| Annual return | 0.00% | 54.93%-54.9pp | 29.32%-29.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $740 | $2,362-68.7% | $3,023-75.5% | $2,623-71.8% |
| Participant deferral / active EE | $1,195 | $4,415-72.9% | $5,053-76.3% | $4,346-72.5% |
| Admin fee / account holder | $41 | $2,001-98.0% | $9,451-99.6% | $1,942-97.9% |