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 | $12,005 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,901 | $64,909-74.0% | $82,313-79.5% | $62,292-72.9% |
| Participation rate | 97.1% | 74.9%+22.2pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 14.38% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,202 | $1,676-28.3% | $2,428-50.5% | $2,042-41.1% |
| Participant deferral / active EE | $1,948 | $3,103-37.2% | $3,706-47.4% | $3,169-38.5% |
| Admin fee / account holder | $46 | $440-89.5% | $5,608-99.2% | $479-90.3% |