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 | $181 |
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).
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 | $34,244 | $80,753-57.6% | $136,294-74.9% | $62,292-45.0% |
| Participation rate | 88.6% | 73.5%+15.0pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 21.16% | 35.83%-14.7pp | 5155.94%-5134.8pp | 28.90%-7.7pp |
| Employer contribution / active EE | $359 | $2,884-87.5% | $4,695-92.4% | $2,042-82.4% |
| Participant deferral / active EE | $5,116 | $5,164-0.9% | $6,247-18.1% | $3,169+61.4% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.6% |