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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,778 | $58,726-8.4% | $92,233-41.7% | $62,292-13.7% |
| Participation rate | 34.9% | 68.3%-33.4pp | 76.5%-41.6pp | 69.5%-34.6pp |
| Annual return | 17.30% | 43.62%-26.3pp | 176.28%-159.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $896 | $2,392-62.5% | $3,679-75.7% | $2,042-56.1% |
| Participant deferral / active EE | $1,658 | $2,766-40.1% | $3,897-57.5% | $3,169-47.7% |
| Admin fee / account holder | $5 | $556-99.2% | $5,194-99.9% | $479-99.0% |