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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 | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $581,184 | $98,750+488.5% | $149,696+288.2% | $79,858+627.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.94% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $10,444 | $3,216+224.7% | $4,644+124.9% | $2,471+322.7% |
| Participant deferral / active EE | $12,911 | $5,680+127.3% | $6,842+88.7% | $3,740+245.2% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |