Filed November 3, 2023 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $375 |
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 | $67,068 | $70,667-5.1% | $123,104-45.5% | $52,331+28.2% |
| Participation rate | 97.4% | 83.7%+13.6pp | 86.8%+10.6pp | 68.1%+29.2pp |
| Annual return | 2.01% | 6.23%-4.2pp | 13.22%-11.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,368 | $2,946+48.3% | $5,151-15.2% | $1,882+132.1% |
| Participant deferral / active EE | $3,787 | $4,493-15.7% | $6,230-39.2% | $3,022+25.3% |
| Admin fee / account holder | $2 | $506-99.7% | $9,015-100.0% | $592-99.7% |