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 | $4,155 |
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 | $42,438 | $77,813-45.5% | $123,544-65.7% | $64,186-33.9% |
| Participation rate | 40.2% | 74.7%-34.5pp | 82.3%-42.1pp | 69.6%-29.3pp |
| Annual return | -7.15% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,572 | $5,240-12.7% | $6,426-28.8% | $3,470+31.8% |
| Admin fee / account holder | $60 | $5,519-98.9% | $9,284-99.4% | $4,888-98.8% |