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 | $17,316 |
Service code 27 · EIN 20-2052994 | Advisory (Plan) | $5,843 |
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 | $20,547 | $40,479-49.2% | $78,210-73.7% | $62,292-67.0% |
| Participation rate | 56.5% | 54.6%+2.0pp | 68.7%-12.2pp | 69.5%-13.0pp |
| Annual return | 22.83% | 66.31%-43.5pp | 40.90%-18.1pp | 28.90%-6.1pp |
| Employer contribution / active EE | $662 | $1,024-35.3% | $2,034-67.4% | $2,042-67.6% |
| Participant deferral / active EE | $1,256 | $1,718-26.9% | $2,823-55.5% | $3,169-60.4% |
| Admin fee / account holder | $163 | $376-56.6% | $3,758-95.7% | $479-66.0% |