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 35-0145825 | Loan Processing | $25,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,055 | $46,745+4.9% | $60,547-19.0% | $52,331-6.3% |
| Participation rate | 55.3% | 58.6%-3.3pp | 68.0%-12.7pp | 68.1%-12.8pp |
| Annual return | 3.92% | 0.61%+3.3pp | 335.64%-331.7pp | 4.54%-0.6pp |
| Employer contribution / active EE | $849 | $1,259-32.6% | $2,419-64.9% | $1,882-54.9% |
| Participant deferral / active EE | $1,723 | $2,145-19.7% | $3,328-48.2% | $3,022-43.0% |
| Admin fee / account holder | $0 | $537-99.9% | $4,536-100.0% | $592-99.9% |