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 | $363 |
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).
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 | $28,035 | $91,538-69.4% | $129,995-78.4% | $75,163-62.7% |
| Participation rate | 58.6% | 71.4%-12.9pp | 78.5%-19.9pp | 67.2%-8.6pp |
| Annual return | 18.62% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,219 | $2,845-22.0% | $4,320-48.6% | $2,670-16.9% |
| Participant deferral / active EE | $3,770 | $4,341-13.1% | $5,820-35.2% | $4,125-8.6% |
| Admin fee / account holder | $20 | $6,790-99.7% | $10,614-99.8% | $5,651-99.6% |