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 | $225 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,635 | $52,406+523.3% | $129,207+152.8% | $74,495+338.5% |
| Participation rate | 90.9% | 53.8%+37.1pp | 69.6%+21.3pp | 67.2%+23.7pp |
| Annual return | 15.59% | 15.66%-0.1pp | 9417.33%-9401.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $19,652 | $1,531+1184.0% | $4,153+373.2% | $2,623+649.2% |
| Participant deferral / active EE | $14,115 | $2,794+405.1% | $4,168+238.7% | $4,346+224.8% |
| Admin fee / account holder | $2 | $2,633-99.9% | $7,715-100.0% | $1,942-99.9% |