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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 | $2,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,340 | $88,083-12.2% | $164,813-53.1% | $74,495+3.8% |
| Participation rate | 37.3% | 73.0%-35.7pp | 78.6%-41.3pp | 67.2%-29.9pp |
| Annual return | 0.00% | 17.26%-17.3pp | 69.93%-69.9pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $393 | $2,593-84.8% | $4,341-90.9% | $2,623-85.0% |
| Participant deferral / active EE | $779 | $4,498-82.7% | $6,031-87.1% | $4,346-82.1% |
| Admin fee / account holder | $37 | $2,234-98.3% | $12,690-99.7% | $1,942-98.1% |