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 55 · EIN 35-2552359 | Other Commissions | $17,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,651 |
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 | $31,661 | $71,192-55.5% | $117,854-73.1% | $62,292-49.2% |
| Participation rate | 86.1% | 74.2%+11.8pp | 79.7%+6.4pp | 69.5%+16.5pp |
| Annual return | 22.97% | 18.66%+4.3pp | 335.08%-312.1pp | 28.90%-5.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,855 | $3,189+83.6% | $4,482+30.6% | $3,169+84.8% |
| Admin fee / account holder | $18 | $587-96.9% | $8,020-99.8% | $479-96.2% |