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 | $522 |
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 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 | $74,002 | $54,590+35.6% | $81,930-9.7% | $73,488+0.7% |
| Participation rate | 58.6% | 68.3%-9.7pp | 72.0%-13.4pp | 70.7%-12.0pp |
| Annual return | 17.03% | 17.74%-0.7pp | 29.49%-12.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,432 | $1,636-12.5% | $4,310-66.8% | $2,270-36.9% |
| Participant deferral / active EE | $3,188 | $2,759+15.5% | $7,107-55.1% | $3,740-14.8% |
| Admin fee / account holder | $5 | $592-99.2% | $5,158-99.9% | $513-99.1% |