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 | $3,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,274 | $75,183-34.5% | $123,892-60.2% | $55,167-10.7% |
| Participation rate | 68.8% | 72.8%-4.0pp | 81.4%-12.6pp | 69.0%-0.2pp |
| Annual return | 8.19% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $388 | $2,823-86.3% | $4,617-91.6% | $1,963-80.2% |
| Participant deferral / active EE | $6,932 | $5,084+36.3% | $5,984+15.8% | $3,054+127.0% |
| Admin fee / account holder | $33 | $663-95.1% | $8,357-99.6% | $504-93.5% |