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 | $275 |
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 | $107,590 | $136,307-21.1% | $177,821-39.5% | $73,488+46.4% |
| Participation rate | 96.2% | 86.1%+10.1pp | 87.7%+8.5pp | 70.7%+25.5pp |
| Annual return | 18.70% | 18.68%0pp | 48.32%-29.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $4,295 | $3,712+15.7% | $5,918-27.4% | $2,270+89.2% |
| Participant deferral / active EE | $4,409 | $5,829-24.4% | $7,714-42.8% | $3,740+17.9% |
| Admin fee / account holder | $1 | $596-99.8% | $12,427-100.0% | $513-99.8% |