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 | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,300 | $50,815+101.3% | $155,509-34.2% | $77,643+31.8% |
| Participation rate | 40.9% | 63.1%-22.2pp | 78.2%-37.3pp | 70.6%-29.7pp |
| Annual return | 23.54% | 34.80%-11.3pp | 64.67%-41.1pp | 31.24%-7.7pp |
| Employer contribution / active EE | $783 | $1,993-60.7% | $4,672-83.2% | $2,726-71.3% |
| Participant deferral / active EE | $2,383 | $2,822-15.5% | $5,626-57.6% | $4,647-48.7% |
| Admin fee / account holder | $23 | $437-94.8% | $15,912-99.9% | $430-94.7% |