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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 | $12,150 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,339 |
ADP BROKER-DEALER3 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,134 | $47,126-82.7% | $149,673-94.6% | $74,419-89.1% |
| Participation rate | 88.0% | 63.4%+24.6pp | 78.8%+9.3pp | 70.7%+17.3pp |
| Annual return | 33.56% | 22.75%+10.8pp | 134.42%-100.9pp | 34.38%-0.8pp |
| Employer contribution / active EE | $469 | $1,905-75.4% | $4,818-90.3% | $2,637-82.2% |
| Participant deferral / active EE | $2,193 | $2,728-19.6% | $5,680-61.4% | $4,528-51.6% |
| Admin fee / account holder | $41 | $343-88.1% | $13,210-99.7% | $348-88.3% |