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 | $656 |
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 | $51,259 | $60,165-14.8% | $74,183-30.9% | $55,167-7.1% |
| Participation rate | 79.0% | 74.2%+4.9pp | 76.6%+2.4pp | 69.0%+10.0pp |
| Annual return | 26.96% | 10.00%+17.0pp | 17.74%+9.2pp | 169.23%-142.3pp |
| Employer contribution / active EE | $767 | $1,600-52.1% | $2,370-67.7% | $1,963-60.9% |
| Participant deferral / active EE | $6,481 | $2,973+118.0% | $3,550+82.6% | $3,054+112.2% |
| Admin fee / account holder | $5 | $419-98.8% | $5,586-99.9% | $504-99.0% |