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 | $75 |
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 | $206,000 | $79,428+159.4% | $106,548+93.3% | $79,386+159.5% |
| Participation rate | 93.8% | 74.1%+19.6pp | 76.1%+17.6pp | 70.7%+23.0pp |
| Annual return | 17.88% | 18.27%-0.4pp | 26.80%-8.9pp | 116.85%-99.0pp |
| Employer contribution / active EE | $3,070 | $2,234+37.4% | $2,819+8.9% | $2,427+26.5% |
| Participant deferral / active EE | $8,013 | $3,823+109.6% | $4,398+82.2% | $4,046+98.1% |
| Admin fee / account holder | $11 | $523-97.9% | $7,407-99.9% | $626-98.3% |