Filed July 19, 2023 (most recent of 3 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 | Sub-TA Fees | $0 |
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 | $26,744 | $59,188-54.8% | $63,412-57.8% | $59,188-54.8% |
| Participation rate | 71.1% | 69.4%+1.6pp | 67.1%+4.0pp | 69.4%+1.6pp |
| Annual return | -0.05% | 5.51%-5.6pp | 4.04%-4.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,275 | $2,098-39.2% | $1,814-29.7% | $2,098-39.2% |
| Participant deferral / active EE | $1,359 | $3,265-58.4% | $2,496-45.5% | $3,265-58.4% |
| Admin fee / account holder | $3 | $92-96.8% | $3,753-99.9% | $92-96.8% |