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 | $3,725 |
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 | $26,507 | $64,119-58.7% | $112,228-76.4% | $66,914-60.4% |
| Participation rate | 89.5% | 68.5%+21.1pp | 75.1%+14.5pp | 69.8%+19.7pp |
| Annual return | -12.66% | -13.81%+1.1pp | 27.45%-40.1pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,293 | $3,005-57.0% | $3,635-64.4% | $2,544-49.2% |
| Participant deferral / active EE | $4,826 | $3,693+30.7% | $4,728+2.1% | $4,237+13.9% |
| Admin fee / account holder | $203 | $625-67.5% | $6,410-96.8% | $593-65.8% |