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 55 · EIN 35-2552359 | Other Commissions | $13,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $331 |
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 | $34,164 | $64,909-47.4% | $82,313-58.5% | $62,292-45.2% |
| Participation rate | 60.4% | 74.9%-14.5pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 28.48% | 21.18%+7.3pp | 25.88%+2.6pp | 28.90%-0.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,409 | $3,103+106.5% | $3,706+72.9% | $3,169+102.2% |
| Admin fee / account holder | $2 | $440-99.5% | $5,608-100.0% | $479-99.5% |