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 | $5,544 |
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 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 | $56,115 | $58,726-4.4% | $92,233-39.2% | $62,292-9.9% |
| Participation rate | 44.3% | 68.3%-24.1pp | 76.5%-32.2pp | 69.5%-25.3pp |
| Annual return | 13.47% | 43.62%-30.1pp | 176.28%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $984 | $2,392-58.9% | $3,679-73.3% | $2,042-51.8% |
| Participant deferral / active EE | $1,755 | $2,766-36.5% | $3,897-55.0% | $3,169-44.6% |
| Admin fee / account holder | $92 | $556-83.4% | $5,194-98.2% | $479-80.7% |