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 | $175 |
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 | $91,606 | $57,096+60.4% | $94,224-2.8% | $55,191+66.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 0.15% | 159.65%-159.5pp | 10.68%-10.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,341 | $1,708+37.1% | $3,587-34.7% | $1,899+23.3% |
| Participant deferral / active EE | $6,849 | $3,165+116.4% | $4,320+58.5% | $3,046+124.8% |
| Admin fee / account holder | $19 | $89-78.4% | $6,269-99.7% | $91-78.7% |