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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 | $2,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,020 | $50,815-27.1% | $155,509-76.2% | $77,643-52.3% |
| Participation rate | 23.0% | 63.1%-40.1pp | 78.2%-55.2pp | 70.6%-47.6pp |
| Annual return | 16.23% | 34.80%-18.6pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $395 | $1,993-80.2% | $4,672-91.5% | $2,726-85.5% |
| Participant deferral / active EE | $814 | $2,822-71.1% | $5,626-85.5% | $4,647-82.5% |
| Admin fee / account holder | $10 | $437-97.6% | $15,912-99.9% | $430-97.6% |