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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.
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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 | $16,487 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $11,248 |
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).
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 | $48,126 | $69,362-30.6% | $101,248-52.5% | $73,488-34.5% |
| Participation rate | 69.3% | 68.4%+0.9pp | 75.8%-6.5pp | 70.7%-1.4pp |
| Annual return | 14.85% | 18.46%-3.6pp | 46.47%-31.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $503 | $2,628-80.8% | $3,660-86.2% | $2,270-77.8% |
| Participant deferral / active EE | $2,596 | $3,300-21.3% | $4,370-40.6% | $3,740-30.6% |
| Admin fee / account holder | $289 | $704-58.9% | $5,945-95.1% | $513-43.7% |