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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 6-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 |
|---|---|---|
Filed as: JAFFE TILCHIN INVESTMENT PARTNERS Service code 15 · EIN 90-0591692 | Recordkeeping | $9,728 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,032 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $6,861 | $46,292-85.2% | $143,757-95.2% | $64,808-89.4% |
| Participation rate | 83.1% | 64.2%+18.9pp | 80.3%+2.8pp | 71.5%+11.7pp |
| Annual return | -13.26% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $380 | $1,910-80.1% | $4,951-92.3% | $2,506-84.8% |
| Participant deferral / active EE | $1,804 | $2,646-31.8% | $5,637-68.0% | $4,310-58.1% |
| Admin fee / account holder | $47 | $154-69.5% | $14,673-99.7% | $188-75.0% |