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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 | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,175 | $60,776-81.6% | $85,682-87.0% | $79,386-85.9% |
| Participation rate | 85.0% | 62.1%+22.9pp | 69.9%+15.1pp | 70.7%+14.3pp |
| Annual return | 3.03% | 16.57%-13.5pp | 21.49%-18.5pp | 116.85%-113.8pp |
| Employer contribution / active EE | $1,310 | $1,663-21.2% | $2,618-50.0% | $2,427-46.0% |
| Participant deferral / active EE | $1,798 | $2,919-38.4% | $3,923-54.2% | $4,046-55.6% |
| Admin fee / account holder | $0 | $438-99.9% | $6,873-100.0% | $626-99.9% |