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 5-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 | $0 |
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 | $81,301 | $50,199+62.0% | $70,092+16.0% | $66,914+21.5% |
| Participation rate | 94.6% | 66.3%+28.2pp | 70.5%+24.1pp | 69.8%+24.8pp |
| Annual return | -12.98% | -13.85%+0.9pp | 190.73%-203.7pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,551 | $1,864-16.8% | $2,559-39.4% | $2,544-39.1% |
| Participant deferral / active EE | $5,276 | $3,112+69.5% | $3,849+37.1% | $4,237+24.5% |
| Admin fee / account holder | $22 | $600-96.3% | $6,267-99.6% | $593-96.3% |