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 | $38,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,370 | $88,122-54.2% | $141,162-71.4% | $67,579-40.3% |
| Participation rate | 69.5% | 76.5%-6.9pp | 82.5%-13.0pp | 71.3%-1.8pp |
| Annual return | 23.51% | 75.40%-51.9pp | 71.39%-47.9pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,333 | $3,224-58.7% | $4,735-71.9% | $2,148-37.9% |
| Participant deferral / active EE | $3,006 | $5,958-49.5% | $6,709-55.2% | $3,539-15.1% |
| Admin fee / account holder | $66 | $131-49.3% | $10,261-99.4% | $142-53.4% |