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 5-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 | $33,000 |
Participant contribution per participant 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 | $41,118 | $79,428-48.2% | $106,548-61.4% | $79,386-48.2% |
| Participation rate | 96.1% | 74.1%+21.9pp | 76.1%+19.9pp | 70.7%+25.4pp |
| Annual return | 16.24% | 18.27%-2.0pp | 26.80%-10.6pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,891 | $2,234+74.2% | $2,819+38.0% | $2,427+60.3% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $114 | $523-78.2% | $7,407-98.5% | $626-81.8% |