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 | $17,386 |
ELLSWORTH ADVISORS LLC1 year Service code 27 · EIN 82-5501752 | Advisory (Plan) | $13,297 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,104 | $65,061-47.6% | $143,757-76.3% | $66,914-49.0% |
| Participation rate | 50.0% | 65.2%-15.2pp | 80.3%-30.3pp | 69.8%-19.8pp |
| Annual return | -17.85% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $213 | $2,361-91.0% | $4,951-95.7% | $2,544-91.6% |
| Participant deferral / active EE | $1,337 | $2,919-54.2% | $5,637-76.3% | $4,237-68.4% |
| Admin fee / account holder | $255 | $502-49.1% | $14,673-98.3% | $593-56.9% |