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 | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,736 | $51,620+6.0% | $90,281-39.4% | $65,185-16.0% |
| Participation rate | 58.2% | 68.6%-10.5pp | 73.3%-15.1pp | 70.2%-12.0pp |
| Annual return | 21.87% | 24.94%-3.1pp | 78.10%-56.2pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,399 | $2,235-37.4% | $2,854-51.0% | $2,177-35.7% |
| Participant deferral / active EE | $2,486 | $2,871-13.4% | $3,885-36.0% | $3,514-29.2% |
| Admin fee / account holder | $35 | $384-90.8% | $5,351-99.3% | $847-95.8% |