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 | $2,325 |
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 | $70,826 | $62,132+14.0% | $185,823-61.9% | $73,488-3.6% |
| Participation rate | 40.1% | 67.8%-27.7pp | 78.0%-37.9pp | 70.7%-30.5pp |
| Annual return | 16.56% | 20.44%-3.9pp | 35.95%-19.4pp | 28.51%-12.0pp |
| Employer contribution / active EE | $724 | $1,681-56.9% | $4,087-82.3% | $2,270-68.1% |
| Participant deferral / active EE | $2,920 | $3,711-21.3% | $5,632-48.2% | $3,740-21.9% |
| Admin fee / account holder | $44 | $419-89.6% | $9,500-99.5% | $513-91.5% |