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 | $5,008 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,058 | $54,517-28.4% | $75,972-48.6% | $74,495-47.6% |
| Participation rate | 69.0% | 60.3%+8.7pp | 69.1%0pp | 67.2%+1.8pp |
| Annual return | 22.70% | 31.82%-9.1pp | 359.55%-336.9pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $1,611 | $1,777-9.3% | $2,685-40.0% | $2,623-38.6% |
| Participant deferral / active EE | $3,248 | $3,066+6.0% | $4,255-23.7% | $4,346-25.3% |
| Admin fee / account holder | $295 | $2,229-86.8% | $6,467-95.4% | $1,942-84.8% |