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 | $2,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,680 | $87,870+44.2% | $113,168+11.9% | $74,304+70.5% |
| Participation rate | 84.1% | 70.7%+13.4pp | 76.6%+7.6pp | 60.3%+23.8pp |
| Annual return | 15.69% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $4,116 | $2,277+80.8% | $2,975+38.3% | $2,241+83.6% |
| Participant deferral / active EE | $2,592 | $4,241-38.9% | $5,107-49.2% | $3,767-31.2% |
| Admin fee / account holder | $24 | $3,368-99.3% | $12,068-99.8% | $2,969-99.2% |