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 7-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 | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,509 | $43,133-52.5% | $89,391-77.1% | $73,488-72.1% |
| Participation rate | 19.4% | 55.0%-35.5pp | 68.0%-48.5pp | 70.7%-51.2pp |
| Annual return | 20.92% | 135.66%-114.7pp | 245.62%-224.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $260 | $1,438-81.9% | $2,586-90.0% | $2,270-88.6% |
| Participant deferral / active EE | $1,275 | $2,445-47.9% | $3,890-67.2% | $3,740-65.9% |
| Admin fee / account holder | $67 | $444-84.9% | $4,881-98.6% | $513-86.9% |