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 | $32,801 |
S L REED & COMPANY1 year Service code 27 · EIN 95-4569995 | Advisory (Plan) | $20,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,404 | $44,642+26.3% | $91,220-38.2% | $66,914-15.7% |
| Participation rate | 60.1% | 64.9%-4.8pp | 73.2%-13.1pp | 69.8%-9.7pp |
| Annual return | -19.51% | -12.29%-7.2pp | 114.01%-133.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $3,209 | $1,706+88.1% | $2,850+12.6% | $2,544+26.1% |
| Participant deferral / active EE | $2,565 | $3,349-23.4% | $4,234-39.4% | $4,237-39.5% |
| Admin fee / account holder | $374 | $521-28.2% | $5,420-93.1% | $593-36.9% |