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 | $129,230 | $55,002+135.0% | $59,878+115.8% | $56,287+129.6% |
| Participation rate | 98.5% | 75.9%+22.5pp | 74.7%+23.8pp | 69.9%+28.6pp |
| Annual return | -4.02% | 1.13%-5.2pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,807 | $2,448+96.4% | $2,722+76.6% | $2,111+127.7% |
| Participant deferral / active EE | $5,449 | $3,121+74.6% | $3,402+60.2% | $3,350+62.7% |
| Admin fee / account holder | $10 | $236-95.7% | $3,590-99.7% | $521-98.1% |