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 | $13,386 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,071 | $86,286+36.8% | $111,297+6.1% | $85,850+37.5% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 13.15% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,865 | $2,043+89.2% | $2,731+41.5% | $2,565+50.7% |
| Participant deferral / active EE | $1,110 | $3,641-69.5% | $4,487-75.3% | $3,952-71.9% |
| Admin fee / account holder | $113 | $8,188-98.6% | $7,964-98.6% | $6,260-98.2% |