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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 | $250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,504 | $63,299-69.2% | $91,001-78.6% | $62,292-68.7% |
| Participation rate | 82.1% | 73.3%+8.8pp | 75.6%+6.5pp | 69.5%+12.6pp |
| Annual return | 18.41% | 20.99%-2.6pp | 4.60%+13.8pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2 | $1,807-99.9% | $2,456-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $1,878 | $2,943-36.2% | $3,547-47.1% | $3,169-40.7% |
| Admin fee / account holder | $1 | $468-99.7% | $5,417-100.0% | $479-99.7% |