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 4-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 | $2,190 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,625 | $106,028-39.0% | $146,958-56.0% | $77,643-16.8% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 0.00% | 56.73%-56.7pp | 418.34%-418.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,192 | $4,063-70.7% | $4,933-75.8% | $2,726-56.3% |
| Participant deferral / active EE | $2,886 | $7,990-63.9% | $8,070-64.2% | $4,647-37.9% |
| Admin fee / account holder | $6 | $337-98.2% | $12,998-100.0% | $430-98.6% |