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 | $29,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,169 | $50,815-26.9% | $155,509-76.1% | $77,643-52.1% |
| Participation rate | 93.2% | 63.1%+30.1pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 17.54% | 34.80%-17.3pp | 64.67%-47.1pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,722 | $1,993-13.6% | $4,672-63.1% | $2,726-36.8% |
| Participant deferral / active EE | $3,538 | $2,822+25.4% | $5,626-37.1% | $4,647-23.9% |
| Admin fee / account holder | $66 | $437-84.8% | $15,912-99.6% | $430-84.6% |