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 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 | -$76 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,123 | $31,310-83.6% | $53,898-90.5% | $74,304-93.1% |
| Participation rate | 93.6% | 30.7%+63.0pp | 55.0%+38.7pp | 60.3%+33.3pp |
| Annual return | 19.64% | 23.16%-3.5pp | 528.60%-509.0pp | 29.43%-9.8pp |
| Employer contribution / active EE | $223 | $450-50.4% | $932-76.1% | $2,241-90.0% |
| Participant deferral / active EE | $818 | $934-12.5% | $1,826-55.2% | $3,767-78.3% |
| Admin fee / account holder | -$0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |