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 | $5,583 |
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).
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 | $46,941 | $74,089-36.6% | $133,980-65.0% | $55,167-14.9% |
| Participation rate | 65.5% | 84.3%-18.7pp | 87.1%-21.5pp | 69.0%-3.4pp |
| Annual return | 9.91% | 12.11%-2.2pp | 29.30%-19.4pp | 169.23%-159.3pp |
| Employer contribution / active EE | $2,302 | $3,064-24.8% | $5,211-55.8% | $1,963+17.3% |
| Participant deferral / active EE | $4,867 | $4,678+4.0% | $6,282-22.5% | $3,054+59.3% |
| Admin fee / account holder | $45 | $458-90.1% | $9,324-99.5% | $504-91.0% |