Filed September 26, 2023 (most recent of 2 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 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $91,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,298 | $110,299-9.1% | $102,423-2.1% | $199,593-49.7% |
| Participation rate | 98.0% | 86.3%+11.7pp | 76.5%+21.5pp | 72.0%+26.1pp |
| Annual return | 13.51% | 35.73%-22.2pp | 29.32%-15.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $5,108 | $3,603+41.8% | $3,023+69.0% | $3,034+68.4% |
| Participant deferral / active EE | $6,299 | $6,376-1.2% | $5,053+24.7% | $5,087+23.8% |
| Admin fee / account holder | $50 | $122-59.3% | $9,451-99.5% | $269-81.5% |