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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 |
|---|---|---|
BALLAST, INC2+ years Service code 28 · EIN 26-1835420 | Investment Management | $6,314 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,000 |
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 | $98,174 | $74,552+31.7% | $62,995+55.8% | $69,631+41.0% |
| Participation rate | 51.0% | 78.3%-27.2pp | 74.8%-23.8pp | 70.7%-19.7pp |
| Annual return | 15.04% | 15.77%-0.7pp | 87.57%-72.5pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $3,526 | $2,929+20.4% | $2,759+27.8% | $2,032+73.5% |
| Participant deferral / active EE | $1,429 | $2,974-52.0% | $3,329-57.1% | $3,224-55.7% |
| Admin fee / account holder | $13 | $59-77.7% | $3,600-99.6% | $110-88.0% |