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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 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 | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,148 | $53,901+80.2% | $134,143-27.6% | $73,488+32.2% |
| Participation rate | 72.1% | 62.8%+9.3pp | 72.2%0pp | 70.7%+1.5pp |
| Annual return | 3.02% | 15.82%-12.8pp | 36.33%-33.3pp | 28.51%-25.5pp |
| Employer contribution / active EE | $2,675 | $1,458+83.4% | $3,704-27.8% | $2,270+17.8% |
| Participant deferral / active EE | $2,946 | $2,739+7.6% | $3,499-15.8% | $3,740-21.2% |
| Admin fee / account holder | $3 | $581-99.6% | $6,684-100.0% | $513-99.5% |