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 | $13,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,396 | $52,293-66.7% | $178,490-90.3% | $73,409-76.3% |
| Participation rate | 20.2% | 65.3%-45.2pp | 81.9%-61.7pp | 72.2%-52.0pp |
| Annual return | 31.56% | 34.75%-3.2pp | 151.07%-119.5pp | 59.29%-27.7pp |
| Employer contribution / active EE | $196 | $1,735-88.7% | $5,011-96.1% | $2,234-91.2% |
| Participant deferral / active EE | $1,206 | $2,332-48.3% | $5,202-76.8% | $3,805-68.3% |
| Admin fee / account holder | $79 | $127-38.2% | $13,984-99.4% | $158-50.1% |