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 | $300 |
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 | $54,136 | $60,165-10.0% | $74,183-27.0% | $55,167-1.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.74% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,280 | $1,600+42.6% | $2,370-3.8% | $1,963+16.2% |
| Participant deferral / active EE | $2,976 | $2,973+0.1% | $3,550-16.2% | $3,054-2.5% |
| Admin fee / account holder | $18 | $419-95.7% | $5,586-99.7% | $504-96.4% |