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 04-2647789 | Loan Processing | $5,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $49,028 | $52,884-7.3% | $84,750-42.2% | $55,167-11.1% |
| Participation rate | 42.1% | 67.5%-25.4pp | 76.6%-34.5pp | 69.0%-26.9pp |
| Annual return | 0.58% | 18.03%-17.4pp | 22.78%-22.2pp | 169.23%-168.6pp |
| Employer contribution / active EE | $881 | $2,233-60.6% | $3,574-75.4% | $1,963-55.1% |
| Participant deferral / active EE | $1,548 | $2,644-41.4% | $3,712-58.3% | $3,054-49.3% |
| Admin fee / account holder | $75 | $581-87.0% | $5,332-98.6% | $504-85.1% |