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 | $775 |
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 | $70,453 | $65,376+7.8% | $87,100-19.1% | $65,185+8.1% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.2pp | 70.2%+28.9pp |
| Annual return | 18.04% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,509 | $1,822+37.7% | $2,521-0.5% | $2,177+15.3% |
| Participant deferral / active EE | $4,746 | $3,388+40.1% | $4,049+17.2% | $3,514+35.1% |
| Admin fee / account holder | $31 | $520-94.1% | $7,497-99.6% | $847-96.4% |