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 | $150 |
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 | $113,193 | $73,638+53.7% | $95,952+18.0% | $73,488+54.0% |
| Participation rate | 90.5% | 76.2%+14.3pp | 77.1%+13.4pp | 70.7%+19.8pp |
| Annual return | 22.35% | 16.78%+5.6pp | 91.61%-69.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $2,401 | $1,863+28.9% | $2,541-5.5% | $2,270+5.8% |
| Participant deferral / active EE | $9,901 | $3,617+173.7% | $4,167+137.6% | $3,740+164.8% |
| Admin fee / account holder | $1 | $482-99.9% | $6,795-100.0% | $513-99.9% |