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 | $4,269 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,586 | $100,923-8.3% | $150,045-38.3% | $74,304+24.6% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.3%+13.8pp | 60.3%+35.8pp |
| Annual return | 39.21% | 51.77%-12.6pp | 62.55%-23.3pp | 29.43%+9.8pp |
| Employer contribution / active EE | $7,417 | $3,463+114.1% | $4,693+58.0% | $2,241+230.9% |
| Participant deferral / active EE | $15,949 | $6,709+137.7% | $7,997+99.4% | $3,767+323.4% |
| Admin fee / account holder | $25 | $2,767-99.1% | $13,435-99.8% | $2,969-99.2% |