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 | $877 |
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 | $37,593 | $99,957-62.4% | $149,696-74.9% | $73,488-48.8% |
| Participation rate | 90.9% | 75.7%+15.2pp | 82.5%+8.4pp | 70.7%+20.2pp |
| Annual return | 46.97% | 53.87%-6.9pp | 276.60%-229.6pp | 28.51%+18.5pp |
| Employer contribution / active EE | $3,397 | $3,191+6.5% | $4,644-26.9% | $2,270+49.6% |
| Participant deferral / active EE | $10,242 | $6,073+68.7% | $6,842+49.7% | $3,740+173.9% |
| Admin fee / account holder | $87 | $551-84.1% | $9,309-99.1% | $513-83.0% |