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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 | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,633 | $84,487-11.7% | $125,339-40.5% | $66,914+11.5% |
| Participation rate | 75.2% | 76.4%-1.2pp | 82.4%-7.1pp | 69.8%+5.4pp |
| Annual return | -20.66% | -8.39%-12.3pp | 572.05%-592.7pp | 1.58%-22.2pp |
| Employer contribution / active EE | $3,327 | $3,553-6.3% | $4,814-30.9% | $2,544+30.8% |
| Participant deferral / active EE | $16,840 | $6,781+148.3% | $7,446+126.2% | $4,237+297.5% |
| Admin fee / account holder | $1 | $685-99.9% | $10,010-100.0% | $593-99.9% |