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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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,120 | $100,227+2.9% | $169,993-39.3% | $74,419+38.6% |
| Participation rate | 68.5% | 87.3%-18.9pp | 87.0%-18.5pp | 70.7%-2.3pp |
| Annual return | 16.64% | 66.08%-49.4pp | 53.37%-36.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,717 | $4,263-59.7% | $6,785-74.7% | $2,637-34.9% |
| Participant deferral / active EE | $3,392 | $7,143-52.5% | $10,408-67.4% | $4,528-25.1% |
| Admin fee / account holder | -$8 | $234-103.4% | $12,815-100.1% | $348-102.3% |