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 6-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 | $1,896 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,915 | $58,320+26.7% | $86,436-14.5% | $66,914+10.5% |
| Participation rate | 95.9% | 78.6%+17.4pp | 80.3%+15.6pp | 69.8%+26.1pp |
| Annual return | -10.01% | -9.71%-0.3pp | 4394.89%-4404.9pp | 1.58%-11.6pp |
| Employer contribution / active EE | $5,195 | $2,615+98.6% | $3,769+37.8% | $2,544+104.2% |
| Participant deferral / active EE | $11,182 | $6,899+62.1% | $6,952+60.9% | $4,237+163.9% |
| Admin fee / account holder | $7 | $546-98.8% | $6,731-99.9% | $593-98.9% |