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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.
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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 | $28,828 |
Annual investment return 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 | $108,738 | $87,870+23.7% | $113,168-3.9% | $74,304+46.3% |
| Participation rate | 84.7% | 70.7%+13.9pp | 76.6%+8.1pp | 60.3%+24.3pp |
| Annual return | 12.00% | 26.44%-14.4pp | 24.27%-12.3pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,413 | $2,277-37.9% | $2,975-52.5% | $2,241-36.9% |
| Participant deferral / active EE | $5,303 | $4,241+25.0% | $5,107+3.8% | $3,767+40.8% |
| Admin fee / account holder | $204 | $3,368-93.9% | $12,068-98.3% | $2,969-93.1% |