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 | $4,211 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,333 | $99,957-72.7% | $149,696-81.7% | $73,488-62.8% |
| Participation rate | 82.3% | 75.7%+6.6pp | 82.5%-0.2pp | 70.7%+11.6pp |
| Annual return | 25.48% | 53.87%-28.4pp | 276.60%-251.1pp | 28.51%-3.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,026 | $6,073-0.8% | $6,842-11.9% | $3,740+61.2% |
| Admin fee / account holder | $30 | $551-94.6% | $9,309-99.7% | $513-94.2% |