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 | $25 |
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 | $77,094 | $85,766-10.1% | $136,294-43.4% | $70,131+9.9% |
| Participation rate | 97.8% | 74.2%+23.7pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 17.31% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,957 | $2,966-0.3% | $4,695-37.0% | $2,342+26.2% |
| Participant deferral / active EE | $6,586 | $5,051+30.4% | $6,247+5.4% | $3,332+97.7% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |