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 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,522 | $61,156+74.2% | $185,823-42.7% | $79,386+34.2% |
| Participation rate | 48.2% | 66.6%-18.4pp | 81.7%-33.5pp | 70.7%-22.5pp |
| Annual return | 40.72% | 19.45%+21.3pp | 122.05%-81.3pp | 116.85%-76.1pp |
| Employer contribution / active EE | $770 | $2,321-66.8% | $5,167-85.1% | $2,427-68.3% |
| Participant deferral / active EE | $2,091 | $2,789-25.0% | $5,568-62.5% | $4,046-48.3% |
| Admin fee / account holder | $15 | $710-97.8% | $16,237-99.9% | $626-97.6% |