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 | $17,710 |
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 | $167,381 | $77,660+115.5% | $109,143+53.4% | $79,386+110.8% |
| Participation rate | 38.6% | 67.8%-29.2pp | 75.9%-37.3pp | 70.7%-32.1pp |
| Annual return | 12.08% | 23.44%-11.4pp | 25.75%-13.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,126 | $2,797-59.8% | $3,722-69.8% | $2,427-53.6% |
| Participant deferral / active EE | $2,838 | $3,518-19.3% | $4,653-39.0% | $4,046-29.9% |
| Admin fee / account holder | $242 | $732-67.0% | $6,752-96.4% | $626-61.4% |