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 | $13,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,656 | $86,655+54.2% | $119,609+11.7% | $66,914+99.7% |
| Participation rate | 76.5% | 75.6%+0.9pp | 79.3%-2.8pp | 69.8%+6.7pp |
| Annual return | -14.51% | -8.00%-6.5pp | -14.97%+0.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,807 | $2,536+10.7% | $4,232-33.7% | $2,544+10.3% |
| Participant deferral / active EE | $6,639 | $4,358+52.3% | $5,602+18.5% | $4,237+56.7% |
| Admin fee / account holder | $295 | $755-61.0% | $10,323-97.1% | $593-50.4% |