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 | $10,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,466 | $69,305-76.2% | $82,313-80.0% | $69,631-76.4% |
| Participation rate | 38.4% | 80.3%-41.8pp | 76.9%-38.5pp | 70.7%-32.2pp |
| Annual return | 20.44% | 21.47%-1.0pp | 25.88%-5.4pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $653 | $1,887-65.4% | $2,428-73.1% | $2,032-67.9% |
| Participant deferral / active EE | $1,047 | $3,568-70.6% | $3,706-71.7% | $3,224-67.5% |
| Admin fee / account holder | $66 | $97-32.0% | $5,608-98.8% | $110-40.1% |