Filed May 1, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $49,000 | $51,769-5.3% | $57,343-14.5% | $52,331-6.4% |
| Participation rate | 82.9% | 75.2%+7.7pp | 75.1%+7.8pp | 68.1%+14.8pp |
| Annual return | 1.42% | 2.43%-1.0pp | 24.39%-23.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $3,500 | $2,335+49.9% | $2,689+30.2% | $1,882+86.0% |
| Participant deferral / active EE | $3,416 | $2,794+22.3% | $3,162+8.0% | $3,022+13.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |