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 | $32,866 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $26,296 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,782 | $52,406-5.0% | $129,207-61.5% | $74,495-33.2% |
| Participation rate | 84.0% | 53.8%+30.2pp | 69.6%+14.4pp | 67.2%+16.8pp |
| Annual return | 12.99% | 15.66%-2.7pp | 9417.33%-9404.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,421 | $1,531+58.2% | $4,153-41.7% | $2,623-7.7% |
| Participant deferral / active EE | $6,087 | $2,794+117.8% | $4,168+46.1% | $4,346+40.1% |
| Admin fee / account holder | $257 | $2,633-90.2% | $7,715-96.7% | $1,942-86.8% |