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 | $95,288 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,483 | $52,293+260.4% | $178,490+5.6% | $73,409+156.8% |
| Participation rate | 89.0% | 65.3%+23.7pp | 81.9%+7.1pp | 72.2%+16.8pp |
| Annual return | 16.21% | 34.75%-18.5pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $7,669 | $1,735+341.9% | $5,011+53.0% | $2,234+243.3% |
| Participant deferral / active EE | $5,399 | $2,332+131.5% | $5,202+3.8% | $3,805+41.9% |
| Admin fee / account holder | $131 | $127+2.8% | $13,984-99.1% | $158-17.0% |