Filed December 17, 2021 (most recent of 2 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.
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 | $38,924 | $68,413-43.1% | $123,104-68.4% | $55,191-29.5% |
| Participation rate | 88.8% | 84.5%+4.3pp | 86.8%+2.0pp | 69.2%+19.7pp |
| Annual return | -0.51% | 6.30%-6.8pp | 13.22%-13.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,322 | $3,050-56.7% | $5,151-74.3% | $1,899-30.4% |
| Participant deferral / active EE | $3,565 | $4,490-20.6% | $6,230-42.8% | $3,046+17.0% |
| Admin fee / account holder | $5 | $88-94.0% | $9,015-99.9% | $91-94.2% |