Filed October 11, 2022 (most recent of 4 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.
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 | $224,472 | $91,762+144.6% | $67,502+232.5% | $77,643+189.1% |
| Participation rate | 93.6% | 75.9%+17.7pp | 72.9%+20.7pp | 70.6%+23.0pp |
| Annual return | 11.90% | 14.87%-3.0pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $5,928 | $3,181+86.4% | $2,731+117.1% | $2,726+117.5% |
| Participant deferral / active EE | $4,797 | $3,903+22.9% | $4,000+19.9% | $4,647+3.2% |
| Admin fee / account holder | $180 | $176+2.4% | $3,998-95.5% | $430-58.1% |