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 | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,051 | $52,293+131.5% | $178,490-32.2% | $73,409+64.9% |
| Participation rate | 66.4% | 65.3%+1.1pp | 81.9%-15.5pp | 72.2%-5.7pp |
| Annual return | 17.10% | 34.75%-17.6pp | 151.07%-134.0pp | 59.29%-42.2pp |
| Employer contribution / active EE | $5,711 | $1,735+229.1% | $5,011+14.0% | $2,234+155.7% |
| Participant deferral / active EE | $5,278 | $2,332+126.3% | $5,202+1.5% | $3,805+38.7% |
| Admin fee / account holder | $1 | $127-98.8% | $13,984-100.0% | $158-99.1% |