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 | $34,328 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,479 | $84,487+40.2% | $125,339-5.5% | $66,914+77.1% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -11.12% | -8.39%-2.7pp | 572.05%-583.2pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1 | $3,553-100.0% | $4,814-100.0% | $2,544-99.9% |
| Participant deferral / active EE | $12,784 | $6,781+88.5% | $7,446+71.7% | $4,237+201.7% |
| Admin fee / account holder | $92 | $685-86.6% | $10,010-99.1% | $593-84.5% |