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 | $10,696 |
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 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 | $26,653 | $51,466-48.2% | $78,778-66.2% | $62,292-57.2% |
| Participation rate | 43.4% | 59.8%-16.4pp | 69.2%-25.8pp | 69.5%-26.1pp |
| Annual return | 34.77% | 19.96%+14.8pp | 35.62%-0.9pp | 28.90%+5.9pp |
| Employer contribution / active EE | $373 | $827-54.9% | $1,986-81.2% | $2,042-81.7% |
| Participant deferral / active EE | $1,350 | $2,147-37.1% | $2,958-54.4% | $3,169-57.4% |
| Admin fee / account holder | $89 | $489-81.8% | $5,134-98.3% | $479-81.4% |