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 | $6,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,717 | $76,670-40.4% | $96,683-52.7% | $71,457-36.0% |
| Participation rate | 41.1% | 66.6%-25.5pp | 74.3%-33.2pp | 67.9%-26.8pp |
| Annual return | 17.22% | 48.29%-31.1pp | 35.69%-18.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $833 | $3,031-72.5% | $3,737-77.7% | $2,588-67.8% |
| Participant deferral / active EE | $2,093 | $3,771-44.5% | $4,878-57.1% | $4,289-51.2% |
| Admin fee / account holder | $68 | $2,028-96.7% | $6,730-99.0% | $1,587-95.7% |