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 3-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 | $5,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,732 | $71,516-24.9% | $98,439-45.4% | $71,457-24.8% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.2pp | 67.9%+31.4pp |
| Annual return | 33.72% | 32.41%+1.3pp | 21.16%+12.6pp | 28.85%+4.9pp |
| Employer contribution / active EE | $8,438 | $2,399+251.7% | $3,048+176.8% | $2,588+226.1% |
| Participant deferral / active EE | $16,105 | $4,109+292.0% | $4,738+239.9% | $4,289+275.5% |
| Admin fee / account holder | $34 | $1,675-98.0% | $8,948-99.6% | $1,587-97.8% |