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 | $27,383 |
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 | $57,610 | $46,297+24.4% | $71,671-19.6% | $62,292-7.5% |
| Participation rate | 58.8% | 60.6%-1.8pp | 68.7%-9.9pp | 69.5%-10.7pp |
| Annual return | 15.57% | 22.32%-6.8pp | 20.65%-5.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,059 | $1,412-25.0% | $2,460-56.9% | $2,042-48.1% |
| Participant deferral / active EE | $2,067 | $2,235-7.5% | $3,438-39.9% | $3,169-34.8% |
| Admin fee / account holder | $0 | $461-99.9% | $5,558-100.0% | $479-99.9% |