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 9-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 | $1,286 |
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 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 | $40,605 | $80,753-49.7% | $136,294-70.2% | $62,292-34.8% |
| Participation rate | 36.3% | 73.5%-37.3pp | 81.9%-45.6pp | 69.5%-33.2pp |
| Annual return | 17.57% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,722 | $5,164-8.6% | $6,247-24.4% | $3,169+49.0% |
| Admin fee / account holder | $17 | $525-96.7% | $9,243-99.8% | $479-96.4% |