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 | $0 |
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 | $60,603 | $155,795-61.1% | $136,294-55.5% | $69,631-13.0% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 70.7%+5.6pp |
| Annual return | 22.02% | 232464.33%-232442.3pp | 5155.94%-5133.9pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $2,599 | $2,991-13.1% | $4,695-44.6% | $2,032+27.9% |
| Participant deferral / active EE | $5,953 | $5,394+10.4% | $6,247-4.7% | $3,224+84.7% |
| Admin fee / account holder | $179 | $128+39.4% | $9,243-98.1% | $110+61.9% |