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 | $55,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,718 | $131,799-40.3% | $200,582-60.8% | $85,563-8.0% |
| Participation rate | 94.8% | 87.9%+6.9pp | 86.9%+7.9pp | 66.0%+28.8pp |
| Annual return | 16.11% | 21.59%-5.5pp | 42.33%-26.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $4,154 | $4,532-8.3% | $6,419-35.3% | $2,654+56.6% |
| Participant deferral / active EE | $5,224 | $7,702-32.2% | $9,331-44.0% | $4,375+19.4% |
| Admin fee / account holder | $91 | $235-61.5% | $16,305-99.4% | $834-89.1% |