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 | $150 |
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 | $104,690 | $132,049-20.7% | $200,582-47.8% | $74,304+40.9% |
| Participation rate | 71.2% | 84.1%-12.8pp | 86.9%-15.6pp | 60.3%+10.9pp |
| Annual return | 22.01% | 22.22%-0.2pp | 42.33%-20.3pp | 29.43%-7.4pp |
| Employer contribution / active EE | $2,296 | $4,558-49.6% | $6,419-64.2% | $2,241+2.4% |
| Participant deferral / active EE | $9,404 | $7,213+30.4% | $9,331+0.8% | $3,767+149.6% |
| Admin fee / account holder | $13 | $2,405-99.5% | $16,305-99.9% | $2,969-99.6% |