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 9-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 | $3,138 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,653 | $82,202-76.1% | $125,339-84.3% | $64,808-69.7% |
| Participation rate | 78.1% | 77.9%+0.2pp | 82.4%-4.3pp | 71.5%+6.6pp |
| Annual return | -5.83% | 3.48%-9.3pp | 572.05%-577.9pp | 32.82%-38.6pp |
| Employer contribution / active EE | $73 | $3,615-98.0% | $4,814-98.5% | $2,506-97.1% |
| Participant deferral / active EE | $6,421 | $7,175-10.5% | $7,446-13.8% | $4,310+49.0% |
| Admin fee / account holder | $29 | $163-82.3% | $10,010-99.7% | $188-84.6% |