Filed December 15, 2022 (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 52 · EIN 04-1590850 | Indirect Investment Fees | $4,770 |
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 | $97,646 | $68,413+42.7% | $123,104-20.7% | $55,191+76.9% |
| Participation rate | 85.0% | 84.5%+0.5pp | 86.8%-1.8pp | 69.2%+15.9pp |
| Annual return | 1.14% | 6.30%-5.2pp | 13.22%-12.1pp | 10.78%-9.6pp |
| Employer contribution / active EE | $4,693 | $3,050+53.9% | $5,151-8.9% | $1,899+147.2% |
| Participant deferral / active EE | $4,511 | $4,490+0.4% | $6,230-27.6% | $3,046+48.1% |
| Admin fee / account holder | $18 | $88-79.8% | $9,015-99.8% | $91-80.5% |