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 | $7,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,683 | $86,286+30.6% | $111,297+1.2% | $85,850+31.3% |
| Participation rate | 69.4% | 73.3%-3.9pp | 77.3%-7.9pp | 69.3%+0.1pp |
| Annual return | 16.01% | 19.99%-4.0pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $952 | $2,043-53.4% | $2,731-65.2% | $2,565-62.9% |
| Participant deferral / active EE | $8,028 | $3,641+120.5% | $4,487+78.9% | $3,952+103.1% |
| Admin fee / account holder | $61 | $8,188-99.3% | $7,964-99.2% | $6,260-99.0% |