Filed November 17, 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.
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 | $73,399 | $67,166+9.3% | $57,343+28.0% | $55,191+33.0% |
| Participation rate | 95.1% | 77.7%+17.4pp | 75.1%+20.0pp | 69.2%+25.9pp |
| Annual return | 2.12% | 4.22%-2.1pp | 24.39%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $5,375 | $2,812+91.1% | $2,689+99.9% | $1,899+183.1% |
| Participant deferral / active EE | $2,689 | $2,835-5.2% | $3,162-15.0% | $3,046-11.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |