Filed September 21, 2023 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $800 |
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 | $80,495 | $81,537-1.3% | $149,718-46.2% | $69,631+15.6% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.1%+11.1pp | 70.7%+27.5pp |
| Annual return | 22.17% | 22.79%-0.6pp | 1501.63%-1479.5pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $3,924 | $3,239+21.2% | $5,445-27.9% | $2,032+93.1% |
| Participant deferral / active EE | $4,488 | $4,994-10.1% | $6,569-31.7% | $3,224+39.2% |
| Admin fee / account holder | $2 | $107-98.6% | $11,283-100.0% | $110-98.6% |