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 | $48,581 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,002 | $108,549-77.9% | $156,263-84.6% | $85,563-71.9% |
| Participation rate | 72.8% | 77.1%-4.3pp | 78.9%-6.1pp | 66.0%+6.9pp |
| Annual return | 18.02% | 21.79%-3.8pp | 59.47%-41.4pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,220 | $2,690-54.6% | $4,333-71.8% | $2,654-54.0% |
| Participant deferral / active EE | $2,472 | $4,800-48.5% | $6,158-59.9% | $4,375-43.5% |
| Admin fee / account holder | $162 | $650-75.1% | $14,255-98.9% | $834-80.6% |