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 | $7,880 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,143 | $61,156-37.6% | $185,823-79.5% | $79,386-52.0% |
| Participation rate | 99.2% | 66.6%+32.6pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 23.16% | 19.45%+3.7pp | 122.05%-98.9pp | 116.85%-93.7pp |
| Employer contribution / active EE | $1,542 | $2,321-33.5% | $5,167-70.2% | $2,427-36.5% |
| Participant deferral / active EE | $2,936 | $2,789+5.3% | $5,568-47.3% | $4,046-27.4% |
| Admin fee / account holder | $47 | $710-93.4% | $16,237-99.7% | $626-92.6% |