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 27 · EIN 35-1729164 | Advisory (Plan) | $40,037 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $81,640 | $42,353+92.8% | $79,550+2.6% | $64,808+26.0% |
| Participation rate | 56.5% | 64.8%-8.3pp | 69.5%-13.0pp | 71.5%-15.0pp |
| Annual return | -18.24% | -12.24%-6.0pp | 0.16%-18.4pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,010 | $1,181-14.5% | $2,413-58.2% | $2,506-59.7% |
| Participant deferral / active EE | $3,672 | $3,170+15.8% | $3,985-7.8% | $4,310-14.8% |
| Admin fee / account holder | $289 | $160+80.8% | $6,832-95.8% | $188+53.6% |