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 | $9,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,210 | $91,517-37.5% | $101,248-43.5% | $73,409-22.1% |
| Participation rate | 49.3% | 73.8%-24.5pp | 75.8%-26.6pp | 72.2%-22.9pp |
| Annual return | 19.11% | 17.17%+1.9pp | 46.47%-27.4pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,227 | $2,877-57.3% | $3,660-66.5% | $2,234-45.0% |
| Participant deferral / active EE | $1,915 | $3,338-42.6% | $4,370-56.2% | $3,805-49.7% |
| Admin fee / account holder | $66 | $216-69.6% | $5,945-98.9% | $158-58.5% |