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 | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,066 | $69,362-50.9% | $101,248-66.4% | $73,488-53.6% |
| Participation rate | 31.1% | 68.4%-37.3pp | 75.8%-44.7pp | 70.7%-39.6pp |
| Annual return | 14.57% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $315 | $2,628-88.0% | $3,660-91.4% | $2,270-86.1% |
| Participant deferral / active EE | $1,891 | $3,300-42.7% | $4,370-56.7% | $3,740-49.4% |
| Admin fee / account holder | $6 | $704-99.1% | $5,945-99.9% | $513-98.8% |