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 | $33,038 |
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 | $52,509 | $42,353+24.0% | $79,550-34.0% | $64,808-19.0% |
| Participation rate | 65.5% | 64.8%+0.7pp | 69.5%-4.0pp | 71.5%-6.0pp |
| Annual return | -16.09% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,703 | $1,181+129.0% | $2,413+12.0% | $2,506+7.9% |
| Participant deferral / active EE | $6,811 | $3,170+114.8% | $3,985+70.9% | $4,310+58.0% |
| Admin fee / account holder | $297 | $160+86.4% | $6,832-95.6% | $188+58.4% |