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 | $19,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,543 | $56,317+138.9% | $71,209+88.9% | $74,304+81.1% |
| Participation rate | 99.1% | 55.1%+43.9pp | 73.8%+25.3pp | 60.3%+38.7pp |
| Annual return | 34.75% | 42.83%-8.1pp | 282.51%-247.8pp | 29.43%+5.3pp |
| Employer contribution / active EE | $12,390 | $2,160+473.6% | $2,721+355.4% | $2,241+452.8% |
| Participant deferral / active EE | $10,556 | $2,788+278.6% | $4,175+152.8% | $3,767+180.2% |
| Admin fee / account holder | $115 | $2,290-95.0% | $5,349-97.8% | $2,969-96.1% |