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 | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,380 | $155,795-80.5% | $136,294-77.7% | $69,631-56.4% |
| Participation rate | 86.7% | 75.2%+11.4pp | 81.9%+4.8pp | 70.7%+16.0pp |
| Annual return | 21.40% | 232464.33%-232442.9pp | 5155.94%-5134.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $1,296 | $2,991-56.7% | $4,695-72.4% | $2,032-36.2% |
| Participant deferral / active EE | $5,497 | $5,394+1.9% | $6,247-12.0% | $3,224+70.5% |
| Admin fee / account holder | $43 | $128-66.1% | $9,243-99.5% | $110-60.6% |