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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 | $175 |
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 | $36,797 | $55,453-33.6% | $170,442-78.4% | $62,292-40.9% |
| Participation rate | 64.7% | 66.4%-1.7pp | 83.6%-18.9pp | 69.5%-4.8pp |
| Annual return | 13.98% | 21.38%-7.4pp | 205.93%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,486 | $2,164-31.3% | $5,433-72.7% | $2,042-27.2% |
| Participant deferral / active EE | $2,701 | $2,303+17.3% | $4,939-45.3% | $3,169-14.8% |
| Admin fee / account holder | $1 | $455-99.8% | $13,880-100.0% | $479-99.8% |