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 | $125 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,416 | $59,101+73.3% | $77,163+32.7% | $75,163+36.3% |
| Participation rate | 97.5% | 63.9%+33.6pp | 69.6%+27.9pp | 67.2%+30.3pp |
| Annual return | 16.39% | 26.71%-10.3pp | 37.87%-21.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,562 | $1,995-21.7% | $2,535-38.4% | $2,670-41.5% |
| Participant deferral / active EE | $7,635 | $2,999+154.5% | $3,833+99.2% | $4,125+85.1% |
| Admin fee / account holder | $2 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |