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 | $6,094 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,285 | $98,727-62.2% | $113,168-67.1% | $85,563-56.4% |
| Participation rate | 67.7% | 80.8%-13.1pp | 76.6%-8.8pp | 66.0%+1.8pp |
| Annual return | 46.20% | 17.43%+28.8pp | 24.27%+21.9pp | 31.51%+14.7pp |
| Employer contribution / active EE | $501 | $2,907-82.7% | $2,975-83.1% | $2,654-81.1% |
| Participant deferral / active EE | $3,227 | $5,424-40.5% | $5,107-36.8% | $4,375-26.2% |
| Admin fee / account holder | $21 | $357-94.0% | $12,068-99.8% | $834-97.4% |