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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 13 · EIN 06-1050034 | Contract Administrator | $2,674,283 |
Annual investment return 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 | $146,632 | $135,240+8.4% | $169,993-13.7% | $96,393+52.1% |
| Participation rate | 100.0% | 86.5%+13.5pp | 87.0%+13.0pp | 71.3%+28.7pp |
| Annual return | 14.41% | 22.04%-7.6pp | 53.37%-39.0pp | 22.88%-8.5pp |
| Employer contribution / active EE | $4,596 | $5,029-8.6% | $6,785-32.3% | $3,238+41.9% |
| Participant deferral / active EE | $8,497 | $8,138+4.4% | $10,408-18.4% | $5,455+55.8% |
| Admin fee / account holder | $31 | $85-63.3% | $12,815-99.8% | $74-57.8% |