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 | -$5,765 |
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 | $65,533 | $61,272+7.0% | $149,673-56.2% | $71,457-8.3% |
| Participation rate | 57.4% | 62.5%-5.1pp | 78.8%-21.4pp | 67.9%-10.5pp |
| Annual return | 17.24% | 35.85%-18.6pp | 134.42%-117.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,450 | $2,378+3.0% | $4,818-49.2% | $2,588-5.3% |
| Participant deferral / active EE | $5,344 | $2,917+83.2% | $5,680-5.9% | $4,289+24.6% |
| Admin fee / account holder | $85 | $1,261-93.3% | $13,210-99.4% | $1,587-94.6% |