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 |
|---|---|---|
RETIREMENT ASSET ADVISORY, INC.2 years Service code 26 · EIN 75-2625757 5840 I-20 WEST, SUITE 205 · ARLINGTON, TX 76017 | Advisory (Participants) | $6,469 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,610 | $64,909-62.1% | $82,313-70.1% | $62,292-60.5% |
| Participation rate | 64.7% | 74.9%-10.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 14.92% | 21.18%-6.3pp | 25.88%-11.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $380 | $1,676-77.3% | $2,428-84.3% | $2,042-81.4% |
| Participant deferral / active EE | $1,861 | $3,103-40.0% | $3,706-49.8% | $3,169-41.3% |
| Admin fee / account holder | $97 | $440-77.8% | $5,608-98.3% | $479-79.7% |