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 | $16,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,517 | $59,263+20.7% | $96,562-25.9% | $79,386-9.9% |
| Participation rate | 93.8% | 61.9%+31.9pp | 69.8%+24.0pp | 70.7%+23.1pp |
| Annual return | 15.92% | 27.07%-11.1pp | 37.78%-21.9pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,982 | $1,216+63.1% | $2,356-15.9% | $2,427-18.3% |
| Participant deferral / active EE | $3,609 | $2,948+22.4% | $3,849-6.2% | $4,046-10.8% |
| Admin fee / account holder | $123 | $658-81.3% | $6,181-98.0% | $626-80.4% |