Filed October 8, 2021 (most recent of 4 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 | $115,682 | $67,166+72.2% | $57,343+101.7% | $55,191+109.6% |
| Participation rate | 97.7% | 77.7%+20.0pp | 75.1%+22.6pp | 69.2%+28.5pp |
| Annual return | 1.28% | 4.22%-2.9pp | 24.39%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,826 | $2,812+0.5% | $2,689+5.1% | $1,899+48.8% |
| Participant deferral / active EE | $3,160 | $2,835+11.5% | $3,162-0.1% | $3,046+3.7% |
| Admin fee / account holder | $0 | $44-99.5% | $3,356-100.0% | $91-99.7% |