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 | -$15,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $203,176 | $185,342+9.6% | $111,297+82.6% | $86,799+134.1% |
| Participation rate | 57.9% | 81.0%-23.1pp | 77.3%-19.4pp | 72.3%-14.4pp |
| Annual return | 12.39% | 500.80%-488.4pp | 54.65%-42.3pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,630 | $2,246-27.4% | $2,731-40.3% | $2,405-32.2% |
| Participant deferral / active EE | $7,763 | $4,458+74.1% | $4,487+73.0% | $4,131+87.9% |
| Admin fee / account holder | -$65 | $255-125.4% | $7,964-100.8% | $170-138.3% |