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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 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Employer 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 | $160,884 | $77,503+107.6% | $100,391+60.3% | $80,856+99.0% |
| Participation rate | 76.7% | 76.9%-0.3pp | 81.5%-4.8pp | 67.6%+9.0pp |
| Annual return | 17.81% | 37.20%-19.4pp | 49.20%-31.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $16,792 | $6,820+146.2% | $8,082+107.8% | $4,296+290.9% |
| Admin fee / account holder | $19 | $5,897-99.7% | $7,899-99.8% | $6,918-99.7% |