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 | $1,763 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $284,586 | $99,957+184.7% | $149,696+90.1% | $73,488+287.3% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 15.83% | 53.87%-38.0pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $7,648 | $3,191+139.7% | $4,644+64.7% | $2,270+236.9% |
| Participant deferral / active EE | $9,567 | $6,073+57.5% | $6,842+39.8% | $3,740+155.8% |
| Admin fee / account holder | $13 | $551-97.6% | $9,309-99.9% | $513-97.5% |