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 | $8,777 |
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 | $49,971 | $62,127-19.6% | $81,382-38.6% | $74,495-32.9% |
| Participation rate | 96.9% | 64.0%+32.9pp | 69.5%+27.4pp | 67.2%+29.7pp |
| Annual return | 17.86% | 16.48%+1.4pp | 24.73%-6.9pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,472 | $1,882+31.3% | $2,463+0.4% | $2,623-5.8% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $56 | $1,934-97.1% | $5,768-99.0% | $1,942-97.1% |