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 | $525 |
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 | $51,971 | $59,186-12.2% | $76,768-32.3% | $56,287-7.7% |
| Participation rate | 97.0% | 75.2%+21.8pp | 77.0%+20.1pp | 69.9%+27.2pp |
| Annual return | -3.92% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,891 | $1,759+64.4% | $2,485+16.3% | $2,111+36.9% |
| Participant deferral / active EE | $3,516 | $3,255+8.0% | $3,852-8.7% | $3,350+5.0% |
| Admin fee / account holder | $29 | $489-94.0% | $6,675-99.6% | $521-94.3% |