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 | $1,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,618 | $106,028-49.4% | $146,958-63.5% | $77,643-30.9% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 30.34% | 56.73%-26.4pp | 418.34%-388.0pp | 31.24%-0.9pp |
| Employer contribution / active EE | $4,703 | $4,063+15.8% | $4,933-4.7% | $2,726+72.5% |
| Participant deferral / active EE | $14,436 | $7,990+80.7% | $8,070+78.9% | $4,647+210.6% |
| Admin fee / account holder | $4 | $337-98.9% | $12,998-100.0% | $430-99.2% |