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 | $3,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,961 | $23,385-36.0% | $69,182-78.4% | $57,658-74.1% |
| Participation rate | 23.4% | 37.9%-14.5pp | 55.1%-31.7pp | 70.2%-46.8pp |
| Annual return | 12.32% | -659.34%+671.7pp | -21.93%+34.3pp | 5.13%+7.2pp |
| Employer contribution / active EE | $274 | $422-35.1% | $1,206-77.3% | $1,974-86.1% |
| Participant deferral / active EE | $757 | $843-10.2% | $1,897-60.1% | $3,061-75.3% |
| Admin fee / account holder | $19 | $82-77.3% | $2,697-99.3% | $95-80.3% |