Filed June 9, 2023
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 | $25 |
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 | $90,300 | $43,423+108.0% | $78,689+14.8% | $55,167+63.7% |
| Participation rate | 92.1% | 68.0%+24.0pp | 73.6%+18.5pp | 69.0%+23.1pp |
| Annual return | 7.22% | 11.53%-4.3pp | 62.18%-55.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $10,088 | $1,997+405.2% | $2,851+253.9% | $1,963+414.0% |
| Participant deferral / active EE | $8,028 | $2,509+220.0% | $3,517+128.3% | $3,054+162.9% |
| Admin fee / account holder | $2 | $416-99.6% | $4,510-100.0% | $504-99.7% |