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 | $1,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,253 | $71,666-24.3% | $117,854-54.0% | $69,631-22.1% |
| Participation rate | 55.1% | 77.5%-22.4pp | 79.7%-24.6pp | 70.7%-15.6pp |
| Annual return | 17.06% | 18.86%-1.8pp | 335.08%-318.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,071 | $1,889-43.3% | $3,786-71.7% | $2,032-47.3% |
| Participant deferral / active EE | $1,808 | $3,340-45.9% | $4,482-59.7% | $3,224-43.9% |
| Admin fee / account holder | $4 | $120-96.6% | $8,020-99.9% | $110-96.2% |