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 | $3,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,838 | $46,553-59.5% | $64,056-70.6% | $75,163-74.9% |
| Participation rate | 78.4% | 65.9%+12.4pp | 72.3%+6.0pp | 67.2%+11.2pp |
| Annual return | 20.82% | 26.03%-5.2pp | 33.69%-12.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $161 | $1,974-91.8% | $2,747-94.1% | $2,670-94.0% |
| Participant deferral / active EE | $3,363 | $2,837+18.6% | $3,880-13.3% | $4,125-18.5% |
| Admin fee / account holder | $33 | $2,952-98.9% | $3,068-98.9% | $5,651-99.4% |