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 | $8,990 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,531 | $72,254-64.7% | $86,677-70.5% | $64,808-60.6% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.6%+4.7pp | 71.5%+9.8pp |
| Annual return | -5.36% | 392.42%-397.8pp | 35.91%-41.3pp | 32.82%-38.2pp |
| Employer contribution / active EE | $876 | $2,393-63.4% | $2,836-69.1% | $2,506-65.0% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $30 | $174-82.5% | $7,493-99.6% | $188-83.8% |