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 8-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 | $28,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,310 | $31,038-24.9% | $65,255-64.3% | $74,419-68.7% |
| Participation rate | 46.9% | 66.9%-20.0pp | 65.0%-18.0pp | 70.7%-23.8pp |
| Annual return | 89.43% | 38.60%+50.8pp | 47.35%+42.1pp | 34.38%+55.1pp |
| Employer contribution / active EE | $669 | $1,188-43.7% | $1,691-60.5% | $2,637-74.7% |
| Participant deferral / active EE | $2,523 | $2,792-9.6% | $2,831-10.9% | $4,528-44.3% |
| Admin fee / account holder | $159 | $299-46.7% | $4,112-96.1% | $348-54.2% |