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 3-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 | $18,448 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,564 | $91,407-55.6% | $135,903-70.2% | $71,457-43.2% |
| Participation rate | 64.3% | 75.7%-11.4pp | 81.9%-17.7pp | 67.9%-3.7pp |
| Annual return | 54.11% | 29.90%+24.2pp | 68.23%-14.1pp | 28.85%+25.3pp |
| Employer contribution / active EE | $3,357 | $3,703-9.4% | $4,856-30.9% | $2,588+29.7% |
| Participant deferral / active EE | $7,212 | $7,092+1.7% | $7,758-7.0% | $4,289+68.2% |
| Admin fee / account holder | $112 | $1,266-91.2% | $10,762-99.0% | $1,587-93.0% |