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 7-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 | $5,208 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,210 | $91,407-56.0% | $135,903-70.4% | $71,457-43.7% |
| Participation rate | 95.7% | 75.7%+20.0pp | 81.9%+13.7pp | 67.9%+27.7pp |
| Annual return | 43.81% | 29.90%+13.9pp | 68.23%-24.4pp | 28.85%+15.0pp |
| Employer contribution / active EE | $188 | $3,703-94.9% | $4,856-96.1% | $2,588-92.7% |
| Participant deferral / active EE | $15,301 | $7,092+115.7% | $7,758+97.2% | $4,289+256.8% |
| Admin fee / account holder | $37 | $1,266-97.1% | $10,762-99.7% | $1,587-97.7% |