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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.
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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 | $7,292 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,211 | $87,125+135.5% | $108,410+89.3% | $86,799+136.4% |
| Participation rate | 90.2% | 80.5%+9.7pp | 80.1%+10.1pp | 72.3%+17.9pp |
| Annual return | 12.97% | 25.21%-12.2pp | 905.27%-892.3pp | 97.91%-84.9pp |
| Employer contribution / active EE | $5,695 | $2,477+129.9% | $3,558+60.1% | $2,405+136.8% |
| Participant deferral / active EE | $7,366 | $6,944+6.1% | $6,563+12.2% | $4,131+78.3% |
| Admin fee / account holder | $12 | $130-91.0% | $7,295-99.8% | $170-93.1% |