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 3-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 | $8,570 |
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 | $15,636 | $50,982-69.3% | $154,803-89.9% | $85,563-81.7% |
| Participation rate | 88.7% | 59.8%+28.9pp | 78.1%+10.6pp | 66.0%+22.7pp |
| Annual return | 61.58% | 30.35%+31.2pp | 58.88%+2.7pp | 31.51%+30.1pp |
| Employer contribution / active EE | $5 | $1,708-99.7% | $4,305-99.9% | $2,654-99.8% |
| Participant deferral / active EE | $6,068 | $2,474+145.2% | $5,540+9.5% | $4,375+38.7% |
| Admin fee / account holder | $26 | $846-96.9% | $14,329-99.8% | $834-96.9% |