Filed January 4, 2024 (most recent of 3 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 | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,234 | $50,815+40.2% | $155,509-54.2% | $77,643-8.3% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.2pp | 70.6%+21.8pp |
| Annual return | 10.98% | 34.80%-23.8pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $2,511 | $1,993+26.0% | $4,672-46.3% | $2,726-7.9% |
| Participant deferral / active EE | $3,332 | $2,822+18.1% | $5,626-40.8% | $4,647-28.3% |
| Admin fee / account holder | $169 | $437-61.4% | $15,912-98.9% | $430-60.8% |