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 | $3,606 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,178 | $72,607-4.7% | $90,749-23.8% | $66,914+3.4% |
| Participation rate | 85.8% | 73.7%+12.1pp | 75.7%+10.1pp | 69.8%+16.0pp |
| Annual return | -14.05% | -12.28%-1.8pp | -12.16%-1.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,169 | $2,369-8.4% | $2,921-25.7% | $2,544-14.7% |
| Participant deferral / active EE | $2,591 | $3,977-34.9% | $4,564-43.2% | $4,237-38.8% |
| Admin fee / account holder | $16 | $707-97.7% | $8,445-99.8% | $593-97.3% |