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 | $4,914 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,215 | $138,347+95.3% | $184,203+46.7% | $80,856+234.2% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.2pp |
| Annual return | 15.67% | 20.02%-4.4pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $8,218 | $4,850+69.4% | $6,427+27.9% | $2,755+198.3% |
| Participant deferral / active EE | $13,314 | $7,071+88.3% | $9,131+45.8% | $4,296+209.9% |
| Admin fee / account holder | $200 | $10,483-98.1% | $13,901-98.6% | $6,918-97.1% |