Filed May 30, 2023 (most recent of 6 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 8-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 | $475 |
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 | $46,026 | $54,320-15.3% | $67,652-32.0% | $52,331-12.0% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.7pp | 68.1%+31.2pp |
| Annual return | 0.01% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,506 | $1,544+62.3% | $2,266+10.6% | $1,882+33.2% |
| Participant deferral / active EE | $2,766 | $2,950-6.2% | $3,560-22.3% | $3,022-8.5% |
| Admin fee / account holder | $17 | $527-96.8% | $4,821-99.6% | $592-97.1% |