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 4-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 | $75 |
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.
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 | $22,032 | $82,202-73.2% | $125,339-82.4% | $64,808-66.0% |
| Participation rate | 94.6% | 77.9%+16.7pp | 82.4%+12.2pp | 71.5%+23.1pp |
| Annual return | 61.22% | 3.48%+57.7pp | 572.05%-510.8pp | 32.82%+28.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $11,210 | $7,175+56.2% | $7,446+50.5% | $4,310+160.1% |
| Admin fee / account holder | $6 | $163-96.6% | $10,010-99.9% | $188-97.0% |