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 | $6,637 |
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 | $59,420 | $63,156-5.9% | $122,332-51.4% | $62,292-4.6% |
| Participation rate | 49.0% | 60.0%-11.0pp | 71.6%-22.7pp | 69.5%-20.5pp |
| Annual return | 23.80% | 20.61%+3.2pp | 30.27%-6.5pp | 28.90%-5.1pp |
| Employer contribution / active EE | $1,057 | $1,385-23.6% | $4,050-73.9% | $2,042-48.2% |
| Participant deferral / active EE | $1,778 | $2,321-23.4% | $3,287-45.9% | $3,169-43.9% |
| Admin fee / account holder | $59 | $440-86.6% | $5,478-98.9% | $479-87.7% |