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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 | $7,823 |
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 | $33,863 | $56,503-40.1% | $70,092-51.7% | $64,808-47.7% |
| Participation rate | 75.5% | 70.5%+5.0pp | 70.5%+5.0pp | 71.5%+4.0pp |
| Annual return | -13.94% | -13.44%-0.5pp | 190.73%-204.7pp | 32.82%-46.8pp |
| Employer contribution / active EE | $775 | $2,046-62.1% | $2,559-69.7% | $2,506-69.1% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $40 | $160-74.9% | $6,267-99.4% | $188-78.6% |