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 | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,034,910 | $70,002+1378.4% | $115,037+799.6% | $52,331+1877.6% |
| Participation rate | 18.2% | 72.1%-53.9pp | 81.4%-63.2pp | 68.1%-49.9pp |
| Annual return | 0.65% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $6,760 | $2,715+149.0% | $4,608+46.7% | $1,882+259.3% |
| Participant deferral / active EE | $7,489 | $4,920+52.2% | $6,026+24.3% | $3,022+147.8% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |