Filed February 10, 2025 (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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,822 | $86,897+10.3% | $151,611-36.8% | $64,808+47.9% |
| Participation rate | 79.2% | 87.3%-8.1pp | 87.5%-8.3pp | 71.5%+7.7pp |
| Annual return | -14.83% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,728 | $4,010-7.0% | $6,166-39.5% | $2,506+48.8% |
| Participant deferral / active EE | $4,649 | $6,690-30.5% | $8,363-44.4% | $4,310+7.9% |
| Admin fee / account holder | $38 | $153-75.4% | $11,616-99.7% | $188-79.9% |