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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 | $25 |
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 | $141,777 | $70,908+99.9% | $98,907+43.3% | $73,488+92.9% |
| Participation rate | 92.7% | 73.8%+18.9pp | 76.0%+16.7pp | 70.7%+22.0pp |
| Annual return | 12.78% | 34.17%-21.4pp | 196.43%-183.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $5,496 | $2,036+169.9% | $2,689+104.4% | $2,270+142.1% |
| Participant deferral / active EE | $928 | $3,500-73.5% | $4,244-78.1% | $3,740-75.2% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |