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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.
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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 64 · EIN 04-2647786 | Recordkeeping Fees | $36,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,656 | $91,372+8.0% | $129,995-24.1% | $74,419+32.6% |
| Participation rate | 76.5% | 77.8%-1.3pp | 78.5%-2.0pp | 70.7%+5.8pp |
| Annual return | 18.06% | 23.21%-5.1pp | -137.18%+155.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $5,881 | $2,563+129.4% | $4,320+36.2% | $2,637+123.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $106 | $283-62.7% | $10,614-99.0% | $348-69.6% |