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 35-0145825 | Loan Processing | $26,804 |
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 | $42,433 | $35,986+17.9% | $77,482-45.2% | $73,488-42.3% |
| Participation rate | 37.6% | 40.8%-3.3pp | 54.2%-16.6pp | 70.7%-33.1pp |
| Annual return | 21.84% | 19.26%+2.6pp | 54.79%-32.9pp | 28.51%-6.7pp |
| Employer contribution / active EE | $259 | $557-53.6% | $986-73.8% | $2,270-88.6% |
| Participant deferral / active EE | $1,181 | $1,198-1.4% | $1,861-36.6% | $3,740-68.4% |
| Admin fee / account holder | $6 | $466-98.6% | $2,858-99.8% | $513-98.7% |