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 | $13,226 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,809 | $130,655-8.3% | $93,789+27.7% | $64,808+84.9% |
| Participation rate | 95.6% | 84.9%+10.7pp | 81.0%+14.6pp | 71.5%+24.1pp |
| Annual return | -19.79% | -14.04%-5.7pp | -11.33%-8.5pp | 32.82%-52.6pp |
| Employer contribution / active EE | $5,139 | $5,594-8.1% | $4,323+18.9% | $2,506+105.1% |
| Participant deferral / active EE | $5,525 | $8,067-31.5% | $6,094-9.3% | $4,310+28.2% |
| Admin fee / account holder | $46 | $140-67.0% | $7,195-99.4% | $188-75.4% |