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 6-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 | $1,004 |
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 | $16,567 | $34,677-52.2% | $77,024-78.5% | $64,808-74.4% |
| Participation rate | 81.5% | 49.8%+31.7pp | 67.9%+13.6pp | 71.5%+10.1pp |
| Annual return | 44.49% | -5.33%+49.8pp | 42.32%+2.2pp | 32.82%+11.7pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,611 | $2,556+119.5% | $4,426+26.8% | $4,310+30.2% |
| Admin fee / account holder | $7 | $179-96.3% | $5,425-99.9% | $188-96.5% |