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 | $19,214 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $10,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,727 | $62,624-86.1% | $177,989-95.1% | $77,643-88.8% |
| Participation rate | 68.9% | 66.8%+2.1pp | 77.1%-8.2pp | 70.6%-1.7pp |
| Annual return | 37.01% | 16.16%+20.9pp | 294.48%-257.5pp | 31.24%+5.8pp |
| Employer contribution / active EE | $975 | $1,909-48.9% | $3,949-75.3% | $2,726-64.2% |
| Participant deferral / active EE | $1,567 | $4,219-62.9% | $6,276-75.0% | $4,647-66.3% |
| Admin fee / account holder | $53 | $386-86.2% | $10,363-99.5% | $430-87.6% |