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 | $325 |
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 | $356,495 | $53,053+572.0% | $126,539+181.7% | $74,304+379.8% |
| Participation rate | 90.2% | 48.0%+42.1pp | 69.8%+20.3pp | 60.3%+29.8pp |
| Annual return | 15.38% | 29.46%-14.1pp | 425.95%-410.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $19,337 | $1,168+1556.3% | $3,674+426.3% | $2,241+762.8% |
| Participant deferral / active EE | $14,360 | $2,303+523.5% | $4,083+251.7% | $3,767+281.2% |
| Admin fee / account holder | $10 | $3,698-99.7% | $6,065-99.8% | $2,969-99.7% |