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 | $5,440 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,259 | $79,428-29.2% | $106,548-47.2% | $79,386-29.1% |
| Participation rate | 40.8% | 74.1%-33.4pp | 76.1%-35.4pp | 70.7%-29.9pp |
| Annual return | 24.57% | 18.27%+6.3pp | 26.80%-2.2pp | 116.85%-92.3pp |
| Employer contribution / active EE | $1,418 | $2,234-36.5% | $2,819-49.7% | $2,427-41.6% |
| Participant deferral / active EE | $2,405 | $3,823-37.1% | $4,398-45.3% | $4,046-40.6% |
| Admin fee / account holder | $67 | $523-87.2% | $7,407-99.1% | $626-89.3% |