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 | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $61,172 | $45,566+34.2% | $64,105-4.6% | $59,632+2.6% |
| Participation rate | 62.4% | 60.2%+2.2pp | 68.2%-5.8pp | 68.7%-6.3pp |
| Annual return | 2.99% | 4.95%-2.0pp | 791.24%-788.3pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,644 | $2,057+77.2% | $2,822+29.2% | $3,192+14.2% |
| Admin fee / account holder | $16 | $3,268-99.5% | $4,499-99.6% | $4,297-99.6% |