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 6-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 | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,684 | $73,638-88.2% | $95,952-90.9% | $73,488-88.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,336 | $1,863-28.3% | $2,541-47.4% | $2,270-41.2% |
| Participant deferral / active EE | $2,263 | $3,617-37.4% | $4,167-45.7% | $3,740-39.5% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |