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 | $13,069 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,024 | $79,171-10.3% | $102,423-30.7% | $74,495-4.7% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.1pp | 67.2%+10.4pp |
| Annual return | 20.11% | 54.93%-34.8pp | 29.32%-9.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,086 | $2,362-11.7% | $3,023-31.0% | $2,623-20.5% |
| Participant deferral / active EE | $11,334 | $4,415+156.7% | $5,053+124.3% | $4,346+160.8% |
| Admin fee / account holder | $75 | $2,001-96.3% | $9,451-99.2% | $1,942-96.1% |