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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 | $17,147 |
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 | $70,195 | $458,960-84.7% | $169,993-58.7% | - |
| Participation rate | 94.9% | 84.2%+10.7pp | 87.0%+8.0pp | - |
| Annual return | 21.73% | 12.01%+9.7pp | 53.37%-31.6pp | - |
| Employer contribution / active EE | $0 | $4,293-100.0% | $6,785-100.0% | - |
| Participant deferral / active EE | $6,239 | $7,668-18.6% | $10,408-40.1% | - |
| Admin fee / account holder | $133 | $63,551-99.8% | $12,815-99.0% | - |