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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 15 · EIN 48-1205033 | Recordkeeping | $31,838 |
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 | $25,582 | $55,415-53.8% | $155,509-83.5% | $74,495-65.7% |
| Participation rate | 77.7% | 61.9%+15.8pp | 78.2%-0.5pp | 67.2%+10.5pp |
| Annual return | 11.72% | 268.50%-256.8pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $708 | $2,267-68.8% | $4,672-84.9% | $2,623-73.0% |
| Participant deferral / active EE | $541 | $2,836-80.9% | $5,626-90.4% | $4,346-87.5% |
| Admin fee / account holder | $158 | $1,738-90.9% | $15,912-99.0% | $1,942-91.8% |