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 | $9,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $128,296 | $46,292+177.1% | $143,757-10.8% | $64,808+98.0% |
| Participation rate | 50.9% | 64.2%-13.3pp | 80.3%-29.4pp | 71.5%-20.5pp |
| Annual return | -16.94% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $5,235 | $1,910+174.2% | $4,951+5.7% | $2,506+108.9% |
| Participant deferral / active EE | $4,515 | $2,646+70.7% | $5,637-19.9% | $4,310+4.7% |
| Admin fee / account holder | $24 | $154-84.5% | $14,673-99.8% | $188-87.3% |