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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 | $16,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,068 | $58,726-25.0% | $92,233-52.2% | $62,292-29.3% |
| Participation rate | 65.7% | 68.3%-2.6pp | 76.5%-10.7pp | 69.5%-3.8pp |
| Annual return | 15.88% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $455 | $2,392-81.0% | $3,679-87.6% | $2,042-77.7% |
| Participant deferral / active EE | $2,035 | $2,766-26.4% | $3,897-47.8% | $3,169-35.8% |
| Admin fee / account holder | $198 | $556-64.5% | $5,194-96.2% | $479-58.7% |