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 | $3,465 |
Employer 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 | $44,242 | $71,516-38.1% | $98,439-55.1% | $71,457-38.1% |
| Participation rate | 87.1% | 72.7%+14.4pp | 75.2%+11.9pp | 67.9%+19.1pp |
| Annual return | 19.07% | 32.41%-13.3pp | 21.16%-2.1pp | 28.85%-9.8pp |
| Employer contribution / active EE | $586 | $2,399-75.6% | $3,048-80.8% | $2,588-77.3% |
| Participant deferral / active EE | $4,519 | $4,109+10.0% | $4,738-4.6% | $4,289+5.4% |
| Admin fee / account holder | $34 | $1,675-98.0% | $8,948-99.6% | $1,587-97.9% |