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 | $5,875 |
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 | $100,638 | $71,802+40.2% | $133,980-24.9% | $57,658+74.5% |
| Participation rate | 85.4% | 85.5%-0.1pp | 87.1%-1.7pp | 70.2%+15.1pp |
| Annual return | 7.13% | 13.51%-6.4pp | 29.30%-22.2pp | 5.13%+2.0pp |
| Employer contribution / active EE | $5,942 | $3,161+88.0% | $5,211+14.0% | $1,974+201.1% |
| Participant deferral / active EE | $4,377 | $4,606-5.0% | $6,282-30.3% | $3,061+43.0% |
| Admin fee / account holder | $20 | $88-77.1% | $9,324-99.8% | $95-78.8% |