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 | $400 |
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 | $55,614 | $64,909-14.3% | $82,313-32.4% | $62,292-10.7% |
| Participation rate | 93.3% | 74.9%+18.5pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 13.66% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,564 | $1,676+53.0% | $2,428+5.6% | $2,042+25.6% |
| Participant deferral / active EE | $2,833 | $3,103-8.7% | $3,706-23.6% | $3,169-10.6% |
| Admin fee / account holder | $19 | $440-95.6% | $5,608-99.7% | $479-96.0% |