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 | $444 |
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 | $34,909 | $101,724-65.7% | $164,813-78.8% | $80,856-56.8% |
| Participation rate | 69.8% | 71.8%-2.0pp | 78.6%-8.8pp | 67.6%+2.2pp |
| Annual return | 14.80% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,982 | $2,953+34.8% | $4,341-8.3% | $2,755+44.6% |
| Participant deferral / active EE | $4,055 | $4,477-9.4% | $6,031-32.8% | $4,296-5.6% |
| Admin fee / account holder | $25 | $8,227-99.7% | $12,690-99.8% | $6,918-99.6% |