Filed September 23, 2024 (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 | $1,225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,961 | $62,928-57.2% | $172,739-84.4% | $67,579-60.1% |
| Participation rate | 94.8% | 64.5%+30.3pp | 82.6%+12.1pp | 71.3%+23.5pp |
| Annual return | 6.11% | 30.36%-24.2pp | 802.84%-796.7pp | 378.56%-372.4pp |
| Employer contribution / active EE | $1,398 | $1,636-14.6% | $5,143-72.8% | $2,148-34.9% |
| Participant deferral / active EE | $2,561 | $2,145+19.4% | $5,198-50.7% | $3,539-27.7% |
| Admin fee / account holder | $3 | $167-98.4% | $13,954-100.0% | $142-98.1% |