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 | $8,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,347 | $99,957-71.6% | $149,696-81.1% | $73,488-61.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 82.5%-32.5pp | 70.7%-20.7pp |
| Annual return | 25.71% | 53.87%-28.2pp | 276.60%-250.9pp | 28.51%-2.8pp |
| Employer contribution / active EE | $1,645 | $3,191-48.4% | $4,644-64.6% | $2,270-27.5% |
| Participant deferral / active EE | $3,543 | $6,073-41.7% | $6,842-48.2% | $3,740-5.3% |
| Admin fee / account holder | $62 | $551-88.8% | $9,309-99.3% | $513-87.9% |